Financial Planning Support Specialist
13 hours ago
We are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.
The ideal candidate will have a strong background in financial planning and wealth management, with a minimum of 2 years' experience providing support to financial advisers. You will have excellent communication and interpersonal skills, with the ability to work effectively in a dynamic team environment.
For a senior or experienced appointment, there will be opportunities to train, mentor, and coach colleagues, as well as contribute to the company's direction and strategy as part of the management team.
We are looking for a detail-oriented individual with strong software and IT skills, who is familiar with FCA legislation and regulations. A diploma qualification in financial planning or a close equivalent is preferred, with a willingness to continue studies and professional development.
Key Responsibilities- Provide technical research and report writing support to financial advisers
- Attend meetings and contribute to client discussions
- Develop and maintain strong relationships with clients and colleagues
- Contribute to the development of the financial planning team and the company's overall strategy
We offer a flexible and attractive package, with opportunities for career development and growth. Our client is a leading financial planning company, committed to providing exceptional service to their clients and supporting the development of their team members.
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Financial Planning Specialist
2 weeks ago
Central, Inverclyde, United Kingdom Bruin Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and...
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Financial Planning Support Specialist
19 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.Key ResponsibilitiesProvide...
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Financial Planning Support Specialist
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Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.Key ResponsibilitiesProvide...
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Financial Planning Specialist
1 week ago
Central, Inverclyde, United Kingdom Bruin Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and...
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Financial Planning Specialist
1 week ago
Central, Inverclyde, United Kingdom Bruin Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and...
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Financial Planning Support Specialist
18 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.Key ResponsibilitiesProvide...
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Financial Planning Support Specialist
16 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.Key ResponsibilitiesProvide...
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Financial Planning Support Specialist
17 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.The ideal candidate will have a strong...
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Financial Planning Support Specialist
19 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to join our client's team in their hybrid office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.The ideal candidate will have a strong...
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Financial Planning Support Specialist
19 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden Scott is seeking a skilled Paraplanner Manager to support their financial advisers in Edinburgh or Dundee. This hybrid role offers flexibility and a dynamic work environment.Key Responsibilities:Provide technical research and report writing support to financial advisers.Attend meetings and...
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Financial Planning Support Specialist
17 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden Scott is seeking a skilled Paraplanner Manager to support their financial advisers in Edinburgh or Dundee. This hybrid role offers flexibility and a dynamic work environment.Key Responsibilities:Provide technical research and report writing support to financial advisers.Attend meetings and...
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Financial Planning Support Specialist
13 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeFinancial Planning and Investment Management OpportunityEden Scott is seeking a skilled Paraplanner Manager to support their financial advisers in Edinburgh or Dundee. This hybrid role offers flexibility and a dynamic office culture.Key Responsibilities:Provide technical research and report writing support to financial advisers.Attend meetings and contribute...
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Financial Planning Support Specialist
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Financial Planning Support Specialist
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Financial Planning Support Specialist
15 hours ago
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Financial Planning Support Specialist
19 hours ago
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Financial Planning Support Specialist
17 hours ago
Central, Inverclyde, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a skilled Paraplanner or Senior Paraplanner Team Leader to support our financial advisers in delivering exceptional client service. As a key member of our team, you will provide technical research and report writing support, attending meetings as required.Key ResponsibilitiesAssist financial advisers with technical research and...
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Financial Planning Specialist
13 hours ago
Central, Inverclyde, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a skilled Paraplanner to support their financial advisors and provide exceptional service to clients. The ideal candidate will have experience in financial planning, strong knowledge of financial products, and proficiency in using financial planning software. Key responsibilities include collaborating with financial advisors to...
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Financial Planning Specialist
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Financial Planning Specialist
13 hours ago
Central, Inverclyde, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a skilled Paraplanner to support their financial advisors in Edinburgh. The ideal candidate will have experience in financial planning and a strong understanding of financial products and regulatory requirements. Key responsibilities include developing comprehensive financial plans, conducting research and analysis, and preparing...