Trainee Paraplanner

**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...

Idex 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...

Idex 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...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

Trainee Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid workingDue to continued growth, our client is seeking a Glasgow-based Trainee Financial Planner to assist with developing its award-winning wealth offering further and eventually inherit a client portfolio.Extremely client-focused, this well-established, secure and...

Trainee Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid workingDue to continued growth, our client is seeking a Glasgow-based Trainee Financial Planner to assist with developing its award-winning wealth offering further and eventually inherit a client portfolio.Extremely client-focused, this well-established, secure and...

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They have a lovely new office in Glasgow city centre. They are looking for someone to provide high quality technical financial services administration and analytical...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator.You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely be the same. ...