Paraplanning Administrator

Job ResponsibilitiesThis Paraplanning Coordinator position involves providing administrative support to our recruitment team, ensuring seamless operations and exceptional client service.Key responsibilities include managing candidate databases, scheduling interviews, and maintaining updated information on job openings and candidate profiles.With your strong...

About the JobIn this role as a Paraplanning Coordinator, you will play a crucial part in the success of our clients' recruitment campaigns.As an administrative professional, you will assist in managing candidate relationships, coordinating interviews, and maintaining accurate records.The ideal candidate will have excellent communication skills, be highly...

IFA Administrator £22,000 to £26,000 plus benefits IFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in IFA administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...

Financial Planning Administrator £22,000 to £26,000 plus benefits IFA Supporequired by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in administration the firm will look to move you into paraplanning. - servicing existing business - liaison with Providers -...

IFA Administrator - Glasgow - 6 month FTC Up to £25,000 - plus benefits and bonus IFA Administrator required by a growing wealth management firm based in Glasgow. Due to increased workload, they now require an Administrator for an initial 6 month period which will likely become a permanent position. You will work across the full range of wealth...

Financial Planning Administrator / Glasgow / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role holders can also...

Key ResponsibilitiesManage and develop relationships with a portfolio of HNW clients.Engage in business development to attract new clients.Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas.Provide guidance to paraplanning and administration teams.

My client, a renowned IFA practice in Glasgow, seeks an experienced Sales Support Administrator to join their growing team. This is an exceptional opportunity for those looking to progress their careers.Duties:Perform daily administration tasks such as processing applications and chasing outstanding information.Deal with external companies and assist the...

Financial Planner Vacancy in GlasgowRecruit UK | Certified B Corp is seeking an experienced Financial Planner to join their team in Glasgow.This is an exciting opportunity to work with a reputable Wealth Management company that has adopted a modern approach to financial advice, allowing them to remain a prominent player in the UK advice market.You will...

Opportunity for a Financial Planner in GlasgowWe are seeking an experienced Financial Planner to join our team at Recruit UK | Certified B Corp.This is an exciting opportunity with a highly respected Wealth Management company that has adopted a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.You...

Senior Financial Planner Job OpportunityRecruit UK | Certified B Corp is currently seeking a skilled Senior Financial Planner to join their team in Glasgow.This is a fantastic opportunity to work with a highly respected Wealth Management company that has embraced a modern approach to financial advice, enabling them to maintain their position as one of the...

Role OverviewWe partner with businesses in Scotland to offer exciting career opportunities. Our clients value professional and skilled team members like you.This Paraplanning Coordinator role is a fantastic chance to work with a leading recruitment agency, helping businesses find the best candidates for their teams.You will be responsible for providing...

Key ResponsibilitiesAs a Paraplanner Support Specialist, you will play a vital role in supporting the paraplanning team, providing administrative assistance and ensuring that tasks are completed efficiently and effectively.Your duties will include report writing, data analysis, and customer communication, all while maintaining high standards of quality and...

Employee Benefits Administrator / Glasgow / Permanent / £24,000 - £34,500 basic salary + excellent benefits package (including pension and bonus) + study support An opportunity has arisen for an experienced employee benefits administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role...

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...

Eden Scott is seeking an experienced IFA Operations Specialist to join our team. This is a fantastic opportunity to work in a dynamic and supportive environment, where you will be responsible for a range of administrative tasks, including data management, report preparation, and appointment scheduling.Responsibilities:Manage client data and ensure accurate...

Your new company An excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator.A good working environment, a very friendly and inclusive working culture, flexible working options.Your new role Providing support to Advisers (IFAs) and their clients ensuring high standards of service.A varied role whereby you will be...

Required Skills and Qualifications5+ years of experience in financial planningEn route to Chartered statusA proven track record of advising HNW clientsStrong business development skillsBenefitsThis role includes:Competitive salary from £75,000 - £85,000Attractive bonus structureExcellent benefits package – Enhanced Pension, PMI, ProtectionFull...

IFA Support To £26,000 plus benefits IFA Support required by this wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Hybrid as the new workingmodel. Supporting a Financial Planner you will be...

About the Role:A highly respected Wealth Management company in Glasgow is seeking a skilled Financial Planner to join their team.With a strong portfolio of existing clients, this company offers an excellent opportunity for an experienced adviser to expand their client base and grow professionally.Key responsibilities include advising High Net Worth...