Paraplanner

7 months 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 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.

The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. 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.


  • 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...

  • Paraplanner

    4 days ago


    Glasgow, United Kingdom Recruit UK Full time

    Are you working towards your Diploma in Financial Planning and looking to become a Paraplanner? Recruit UK are working on an excellent opportunity for a Paraplanner in Glasgow to join a Financial Planning practice. Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of...

  • Paraplanner

    3 days ago


    Glasgow, United Kingdom mbf. Full time

    **Paraplanner - Glasgow - Chartered Financial Planners - salary to £45,000 - Progression available and encouraged within this growing firm.** MB Fitzgerald Recruitment are currently working with an established and ambitious firm of Chartered Financial Planners based in Glasgow who are looking to hire an experienced Paraplanner for their team. The company...

  • Paraplanner

    24 hours ago


    Glasgow, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Paraplanner to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. This role will offer hybrid working **The Opportunity** During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial...

  • Senior Paraplanner

    3 weeks 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 being...

  • Paraplanner

    9 hours 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...

  • Paraplanner

    3 weeks 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 with...


  • Glasgow, United Kingdom mbf. Full time

    **Paraplanner - Glasgow (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply** MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team **The role** In this role...

  • Paraplanner

    3 weeks ago


    Glasgow, United Kingdom Idex Consulting Ltd Full time

    An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the...

  • Paraplanner

    1 day ago


    Glasgow, United Kingdom Coburg Banks Limited Full time

    A multi-award winning Chartered Financial Planning firm based in Glasgow is currently looking to recruit a highly skilled Paraplanner, someone with experience working in a busy Financial Services environment providing a high standard of technical competenceand customer service. Offering a salary of up to £45,000 dependent on experience plus excellent...

  • Paraplanner - Glasgow

    23 hours ago


    Glasgow, United Kingdom MI Search Ltd Full time

    This national IFA business is currently seeking a paraplanner in Glasgow, the role will be a mix of office / home based working. In this role you will support a team of IFA's and be responsible for working with them to produce suitability reports for a holistic range of advice, the role will also involve assisting in developing their paraplanning...

  • Senior Paraplanner

    4 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.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

    8 months 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 months 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

    3 weeks 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

    7 months 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

    8 months 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

    7 months 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...

  • Paraplanner

    7 months 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...

  • Paraplanner

    7 months 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...