Senior Financial Planning Specialist
4 weeks ago
Idex Consulting is seeking a highly skilled Senior Paraplanner to support our financial planning team in Glasgow. As a key member of our team, you will work closely with our financial planners to deliver exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.
Key Responsibilities:- Analyse and prepare financial reports with precision using our proprietary IO system.
- Assist in developing financial plans and investment strategies that meet our clients' needs.
- Provide exceptional customer service, ensuring tasks are completed accurately and on time.
- Experience in handling high net worth individuals and proficiency in report writing.
- Organized, detail-oriented, and possess excellent analytical skills.
- Diploma qualified or working towards it in the financial industry.
This role offers a competitive salary, hybrid working, and further qualification support. If you are a motivated and experienced professional looking to advance your career in a relaxed and supportive environment, we encourage you to apply.
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Financial Planning Specialist
5 days ago
Glasgow, Glasgow City, United Kingdom Lusona LLP Full timeFinancial Planning SpecialistLusona Consultancy has an excellent opportunity for a Financial Planning Specialist to join our global service sector client in Glasgow City Centre. As a key member of the wider finance team, you will report to the senior manager and be responsible for overseeing the accounting processes regarding remuneration across the...
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Financial Planning Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: Management AccountantHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join their team in Glasgow. As a key member of the finance team, you will be responsible for providing accurate and timely financial information to support business decision-making.The ideal candidate will have a strong background in...
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Financial Planning Support Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Support SpecialistOur client, a leading financial planning company, is seeking a skilled Financial Planning Support Specialist to join their team. The successful candidate will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required. The role involves working...
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Senior Financial Planning Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown is seeking a highly skilled Senior Financial Planning Manager to join their team. As a key member of the finance department, you will be responsible for leading the development of the organisation's Financial Planning & Analysis function, providing strategic oversight and direct support to senior...
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Senior Financial Planning Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown is seeking a highly skilled Senior Financial Planning Manager to join their team. As a key member of the finance department, you will be responsible for leading the development of the organisation's Financial Planning & Analysis function, providing strategic oversight and direct support to senior...
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Senior Financial Planning Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is currently seeking a Senior Financial Planning Manager to join their team on a permanent basis. The successful candidate will be responsible for leading and supporting the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning Manager
4 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is currently seeking a Senior Financial Planning Manager to join their team on a permanent basis. The successful candidate will be responsible for leading and supporting the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is currently seeking a Senior Financial Planning Manager to join their team on a permanent basis. The successful candidate will be responsible for leading and supporting the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky Brown Full timeJob Title: Senior Financial Planning ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is currently seeking a Senior Financial Planning Manager to join their team on a permanent basis. The successful candidate will be responsible for leading and supporting the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeSenior Paraplanner OpportunityIdex Consulting is seeking a highly skilled Senior Paraplanner to support our financial planning team in Glasgow. As a key member of our team, you will work closely with our financial planners to deliver exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.Key Responsibilities:Analyse and...
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Senior Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeSenior Paraplanner OpportunityIdex Consulting is seeking a highly skilled Senior Paraplanner to support our financial planning team in Glasgow. As a key member of our team, you will work closely with our financial planners to deliver exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.Key Responsibilities:Analyse and...
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Senior Financial Planning and Analysis Manager
2 weeks ago
Glasgow, Glasgow City, United Kingdom ZipRecruiter Full timeJob Title: Senior Financial Planning and Analysis Manager Job Summary: We are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for leading and supporting the development of our Financial Planning and Analysis function. This is a unique opportunity to...
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Financial Planning Support Specialist
2 minutes ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob OverviewWe are seeking a skilled Financial Planning Support Specialist to join our dynamic team. As a key member of our financial services team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.Our advisers offer holistic independent financial advice to clients,...
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Senior Financial Planning Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.Key Responsibilities:Analyse and prepare...
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Senior Financial Planning Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full timeSenior Paraplanner OpportunityWe are seeking a highly skilled Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.Key Responsibilities:Analyse and prepare...
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Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom University of Glasgow Full time{"Job Title": "Financial Planning Specialist", "Job Description": "As a Financial Planning Specialist at the University of Glasgow, you will play a key role in supporting the provision of financial budgeting and planning processes across several assigned business areas. Your primary objective will be to ensure effective reporting mechanisms are in place to...
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Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom University of Glasgow Full time{"Job Title": "Financial Planning Specialist", "Job Description": "As a Financial Planning Specialist at the University of Glasgow, you will play a key role in supporting the provision of financial budgeting and planning processes across several assigned business areas. Your primary objective will be to ensure effective reporting mechanisms are in place to...
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Senior Financial Planning and Analysis Manager
2 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning and Analysis ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is seeking a Senior Financial Planning and Analysis Manager to join their team on a permanent basis. The successful candidate will be responsible for leading the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning and Analysis Manager
2 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning and Analysis ManagerVenesky-Brown's client, a public sector organisation in Glasgow, is seeking a Senior Financial Planning and Analysis Manager to join their team on a permanent basis. The successful candidate will be responsible for leading the development of the organisation's Financial Planning & Analysis function,...
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Senior Financial Planning and Analysis Leader
2 weeks ago
Glasgow, Glasgow City, United Kingdom Venesky-Brown Full timeJob Title: Senior Financial Planning and Analysis LeaderVenesky-Brown's client, a public sector organisation in Glasgow, is currently seeking a Senior Financial Planning and Analysis Leader to join their team on a permanent basis. The successful candidate will be responsible for leading and supporting the development of the organisation's Financial Planning...