Paraplanner

3 weeks ago


Glasgow, United Kingdom Eden Scott Full time

My client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.
The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA.

In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating "reasons why" letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.

To be considered you must be an experienced Paraplanner with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. A knowledge of SIPPS and DB transfers would be highly advantageous but not a prerequisite

In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take.

Please upload your CV to apply and discuss this role with Alison Curran and others in the market in the strictest of confidence.


  • Paraplanner

    2 months ago


    Glasgow, United Kingdom Thornbury Recruitment Ltd Full time

    **Paraplanner - Glasgow** Paraplanner required by a growing wealth management firm based in Glasgow city centre. Due to a recent acquisition the company requires an experienced Paraplanner, to assist 2 Chartered Financial Planners across the full range of financial planning. **You will be responsible for** - Fully analysing clients' requirements and...

  • Paraplanner

    22 hours ago


    Glasgow, Glasgow City, United Kingdom Thornbury Recruitment Ltd Full time

    Paraplanner - GlasgowParaplanner required by a growing wealth management firm based in Glasgow city centre. Due to a recent acquisition the company requires an experienced Paraplanner, to assist 2 Chartered Financial Planners across the full range of financial planning.You will be responsible for Fully analysing clients' requirements and accurately record...

  • Paraplanner

    3 weeks ago


    Glasgow, United Kingdom IDEX Consulting Ltd Full time

    We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pensions, investments, tax and protection products...

  • Paraplanner

    4 weeks ago


    Glasgow, United Kingdom IDEX Consulting Full time

    We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pension, investment, tax and protection products...

  • Trainee Paraplanner

    2 months ago


    Glasgow, United Kingdom JohnstonGreer Full time

    **Trainee Paraplanner** **To £25,000 plus benefits** Trainee Paraplanner required by this regional firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your trainee paraplanner coaching, exam study and development beginsimmediately upon starting. As the Trainee...

  • Paraplanner

    2 months ago


    Glasgow, United Kingdom Eden Scott Full time

    My client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office. The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA. In the role you...

  • Paraplanner

    24 hours ago


    Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

    We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

  • Paraplanner

    4 weeks ago


    Glasgow, United Kingdom Martin Aitken & Co Ltd Full time

    ParaplannerLocation:Glasgow, G41 1HUnSalary:Starting at £35,700 per annum + Benefits!nContract:Full-time, permanentnBenefits:4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership – paid in full by MACO, Summer...

  • Senior Paraplanner

    3 weeks ago


    Glasgow, United Kingdom Eden Scott Full time

    My client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and...

  • Paraplanner

    4 weeks ago


    Glasgow, United Kingdom Idex Full time

    Paraplanner, 2 days in the office and scope to become an Adviser quickly.Competitive salary - depending on experience and qualifications.A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and...

  • Paraplanner

    2 months ago


    Glasgow, United Kingdom Heat Recruitment Full time

    **Main Aspects of the role** To work as a Paraplanner to a very high standard within a very busy Glasgow city centre office. An element of home working may be available. The successful applicant will be a minimum of Level 4 Diploma qualified with the CII and working towards becoming chartered. **Experience, Knowledge and Skills** - Be a good people...

  • Trainee Paraplanner

    2 months ago


    Glasgow, United Kingdom JohnstonGreer Full time

    Trainee Paraplanner To £26,000 plus benefits and full exam support Trainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Paraplanner duties will revolve around the report writing which will be template driven and...

  • Trainee Paraplanner

    2 weeks ago


    Glasgow, United Kingdom JohnstonGreer Full time

    Trainee Paraplanner To £26,000 plus benefits and full exam support Trainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Paraplanner duties will revolve around the report writing which will be template driven and...

  • Paraplanner

    2 weeks ago


    Glasgow, United Kingdom Martin Aitken & Co Ltd Full time

    Paraplanner Location: Glasgow, G41 1HUSalary: Starting at £35,700 per annum + Benefits!Contract: Full-time, permanentBenefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer...

  • Paraplanner

    2 months ago


    Glasgow, Glasgow City, United Kingdom mbf Full time

    Paraplanner - Leading National Wealth & Investment Management OrganisationGlasgow, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsIs this the role you are looking for If so read on for more details, and make sure to apply today.MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth &...


  • Glasgow, Glasgow City, United Kingdom JohnstonGreer Full time

    Trainee ParaplannerTo £26,000 plus benefits and full exam supportTrainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.Paraplanner duties will revolve around the report writing which will be template driven and bespoke...

  • Paraplanner

    2 weeks ago


    Glasgow, United Kingdom Idex Full time

    Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

  • Paraplanner

    4 weeks ago


    Glasgow, United Kingdom Idex Full time

    Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

  • Paraplanner

    4 weeks ago


    Glasgow, Glasgow City, United Kingdom Idex Full time

    Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

  • Paraplanner

    4 weeks ago


    Glasgow, United Kingdom Martin Aitken & Co Ltd Full time

    ParaplannerPlease read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Location: Glasgow, G41 1HUSalary: Starting at £35,700 per annum + Benefits!Contract: Full-time, permanentBenefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and...