Senior Paraplanner

1 month ago

Glasgow, United Kingdom Eden Scott Full time

My client is a highly respected large wealth management firm with an office based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced / senior paraplanner to join the team.

The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD

To be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. Your background will include both Pensions and Investments with excellent report writing skills. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm. Cf30 can also be utilised.

In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.

Please get in touch with as soon as possible to discuss this role and also other opportunities within the area by submitting your cv or cover letter.

#J-18808-Ljbffr

  • Paraplanner

    2 days ago

    Glasgow, United Kingdom Heat Recruitment Full time

    Paraplanner / Paraplanning / Para-planner / Paraplanner Manager / Senior Paraplanner / IFA / Financial Planning / Financial Advice / Wealth Management / CII / DipPFS / DipFA / CISI **Location -** Glasgow, UK **Salary -**dependent on experience **Duration -**permanent, full time A bespoke IFA business are looking to add a Paraplanner to their growing...

  • Senior Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    Job DescriptionA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Paraplanner

    1 month 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...

  • Pension Paraplanner

    6 days ago

    Glasgow, United Kingdom Eden Scott Full time

    Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to...

  • Pension Paraplanner

    2 weeks ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come. ...

  • Pension Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come. Is your CV...

  • Pension Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come. Is your CV...

  • Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    Job Description Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements...

  • Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...