Paraplanner (Pensions Management)
2 weeks ago
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 with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services.
Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
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Pension Paraplanner
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob 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...
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Pension Paraplanner
4 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA 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. ...
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Paraplanner (Pensions Management)
2 months ago
Glasgow, United Kingdom Eden Scott Full timeA 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. ...
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Pension Paraplanner
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA 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...
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Pension Paraplanner
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA 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...
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Pension Paraplanner
5 days ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team. A large amount of the...
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Paraplanner (Pensions Management)
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner (Pensions Management)
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner (Pensions Management)
1 month ago
Glasgow, United Kingdom Eden Scott Full timeA 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. A large amount of your time will be spent writing reports, creating 'reasons why' letters,...
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Paraplanner
2 weeks ago
Glasgow, United Kingdom Heat Recruitment Full timeParaplanner / 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...
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Paraplanner (Pensions Management)
2 weeks ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full time €35,700Contract: Full-time, permanent 4% employer pension contribution, Annual leave 34.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 socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish commerce...
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Paraplanner (Pensions Management)
2 weeks ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full timeContract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.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 socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of...
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Paraplanner (Pensions Management)
2 weeks ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full timeContract: Full-time, permanent 4% employer pension contribution, Annual leave 34.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 socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish commerce...
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Paraplanner (Pensions Management)
1 week ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full time €35,700Contract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.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 socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of...
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Senior Paraplanner
2 days ago
Glasgow, United Kingdom Eden Scott Full timeMy 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...
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Paraplanner
6 days ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full timeParaplannerLocation: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...
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Paraplanner
4 weeks 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...
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Trainee Paraplanner
1 month 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...
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Paraplanner
2 days ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeWe 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...
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Paraplanner
7 days ago
Glasgow, United Kingdom IDEX Consulting Full timeWe 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...