Paraplanner
4 weeks ago
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.
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Paraplanner
4 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
1 month 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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Paraplanner
2 weeks 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
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a reputable organisation with offices throughout the UK. 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 to their IFAs. In the role you will be accountable for all technical...
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Paraplanner
3 weeks 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...
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Paraplanner
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeMy 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...
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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...
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Paraplanner
2 months ago
Glasgow, United Kingdom Eden Scott Full timeMy 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...
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Paraplanner
3 weeks 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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Senior Paraplanner
2 weeks 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
3 weeks ago
Glasgow, United Kingdom Idex Full timeParaplanner, 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...
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Trainee Paraplanner
1 month ago
Glasgow, United Kingdom JohnstonGreer Full timeTrainee 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...
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Trainee Paraplanner
2 weeks ago
Glasgow, United Kingdom JohnstonGreer Full timeTrainee 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...
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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...
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Paraplanner
1 week ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full timeParaplanner 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...
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Paraplanner
2 months ago
Glasgow, Glasgow City, United Kingdom mbf Full timeParaplanner - 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 &...
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Paraplanner
3 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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Paraplanner
2 weeks ago
Glasgow, United Kingdom Idex Full timeIdex 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...
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Paraplanner
3 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Full timeIdex 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...
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Paraplanner
3 weeks ago
Glasgow, United Kingdom Martin Aitken & Co Ltd Full timeParaplannerPlease 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...
