Financial Planning Associate

3 weeks ago


Glasgow, Glasgow City, United Kingdom enable recruitment | B Corp™ Full time
Position Overview

Are you a Financial Planning Associate seeking to join a prominent firm in the UK?

We are thrilled to present a remarkable opportunity for a Financial Planning Associate to join our client's exceptional team. This innovative organization is making significant strides in the financial services sector both in the UK and internationally.

If you possess substantial experience in financial planning and a genuine enthusiasm for assisting clients, we would be eager to connect with you.

Key Responsibilities:

  • Delivering collaborative support to financial advisors and coordinating with the team to execute client recommendations, ensuring favorable outcomes for clients.
  • Creating detailed technical documentation for advisors based on thorough research and client specifications.
  • Overseeing workflow and managing the organization of ongoing tasks.
  • Complying with regulatory standards and internal compliance policies.

Qualifications Required:

  • Proficient in software such as Voyant and FE Analytics, in addition to the Microsoft Office Suite.
  • A minimum of 2 years of experience in financial planning with expertise in areas such as Retirement Planning, Investments, and Protection.
  • CII Level 4 - Diploma in Regulated Financial Planning.

Benefits Offered:

  • A competitive salary of up to £40,000, commensurate with experience and qualifications.
  • A comprehensive benefits package including a generous pension contribution, discretionary bonuses, and more.
  • Flexible working arrangements, including options for remote work and flexible hours.
  • Opportunities for social engagement throughout the year.
  • A robust training program with clear pathways for career advancement.

Next Steps:

We look forward to discussing this opportunity with you.



  • Glasgow, Glasgow City, United Kingdom enable recruitment | B Corp™ Full time

    Position OverviewAre you a Financial Planning Associate seeking to join a prominent firm in the UK? We are thrilled to present a remarkable opportunity for a Financial Planning Associate to join our client's exceptional team. This innovative organization is making significant strides in the financial services sector both in the UK and internationally.If you...


  • Glasgow, Glasgow City, United Kingdom Mazars Full time

    Client Support Associate (Financial Planner Support)At Mazars, we are committed to fostering rapid and consistent career advancement, offering tailored career trajectories that align with your interests and evolving needs, allowing you to explore your full potential. Our diverse clientele spans various sectors and regions, providing you with the opportunity...


  • Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time

    Financial Planning Associate - Glasgow At Forvis Mazars, we are dedicated to fostering rapid and consistent career advancement, providing tailored career trajectories that align with your interests, adapt to your evolving needs, and help you realize your full potential. Our diverse clientele spans various sectors and regions, offering you the chance to...


  • Glasgow, Glasgow City, United Kingdom enable Recruitment Full time £40,000

    Position Overview:If you are a skilled professional in the field of paraplanning with a strong interest in financial advisory services, we invite you to explore this opportunity.Key Responsibilities:- Delivering comprehensive support to financial advisors and collaborating with the team to execute client recommendations, ensuring favorable outcomes for...


  • Glasgow, Glasgow City, United Kingdom Recruitment22 Full time

    Position OverviewJunior Financial Planning Associate - Competitive Salary - Flexible Work ArrangementA reputable Independent Financial Advisory firm is presenting an exceptional opportunity for individuals aspiring to advance towards becoming a Chartered Paraplanner, with the potential to progress to a Chartered Financial Planner role.The training and...


  • Glasgow, Glasgow City, United Kingdom Retrack Personnel Holdings Limited Full time £34,000

    Role Overview: As a Financial Planning Associate, you will work in close collaboration with our financial consultants and client service teams, providing guidance and ongoing support to both new and existing clientele. Professional Development: You will be supported by our knowledgeable paraplanning management and finance team, allowing you to engage with a...


  • Glasgow, Glasgow City, United Kingdom HSS Hire Group Full time

    Financial Operations AssociatePermanent, full timeMonday to Friday pm (Hybrid working model - 3 days in the office)We are looking for a Financial Operations Associate to become a vital member of our team. In this role, you will contribute significantly to the smooth functioning of our financial processes.Key Responsibilities:Accurately process vendor...


  • Glasgow, Glasgow City, United Kingdom Bruin Full time

    **About the Role**We are seeking a highly skilled and experienced Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Paraplanner, you will play a critical role in supporting our Wealth Planners in providing high-quality financial planning services to our clients.**Key Responsibilities**Conduct thorough...


  • Glasgow, Glasgow City, United Kingdom Bruin Full time

    **About the Role**We are seeking a highly skilled and experienced Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Paraplanner, you will play a critical role in supporting our Wealth Planners in providing high-quality financial planning services to our clients.**Key Responsibilities**Conduct thorough...


  • Glasgow, Glasgow City, United Kingdom PEBBLE RECRUITMENT LTD Full time

    Position: Junior Construction Planning AssociateJoin a dynamic and innovative multi-disciplinary consultancy, PEBBLE RECRUITMENT LTD, where you will play a vital role in various projects.The successful candidate will be tasked with a diverse range of responsibilities, including project management, strategic planning, and collaboration with stakeholders. You...


  • Glasgow, Glasgow City, United Kingdom COREcruitment Ltd Full time

    Job DescriptionWe are seeking a highly skilled Commercial Finance Manager to join our dynamic team at COREcruitment Ltd.The ideal candidate will have a strong background in financial planning and analysis, with experience in the FMCG sector.The Commercial Finance Manager will play a key role in shaping the financial strategy of our client, a leading drinks...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    **Job Summary**Eden Scott is seeking a highly skilled and experienced professional to join our team as a Paraplanner (Pensions Management). As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.**Key Responsibilities:**Conduct thorough research and analysis...


  • Glasgow, Glasgow City, United Kingdom Fram Search Full time

    About the RoleFram Search is seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing clients with specialist advice on how to manage their money.Key ResponsibilitiesClient Engagement: Contact clients and set up meetings to discuss their financial circumstances and goals.Financial Analysis:...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the company's financial advisers in providing high-quality services to clients.Key Responsibilities:Provide technical research and report writing support to financial...


  • Glasgow, Glasgow City, United Kingdom Recruit UK Full time

    Job Title: Financial PlannerLocation: GlasgowSalary: £50,000-£70,000Job Type: Full-timeAbout the Company: Recruit UK is partnering with a leading financial services organization to hire a Financial Planner to join their team in Glasgow.About the Role: As a Financial Planner, you will be responsible for providing expert financial advice to clients, working...


  • Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Forvis Mazars. As a key member of our Private Client service line, you will play a vital role in providing seamless, effective, and proactive administrative support to our clients.Key ResponsibilitiesDevelop comprehensive financial planning strategies in line with client...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Role OverviewIDEX Consulting is seeking a highly motivated and qualified individual to join our team as an Apprentice Financial Planning Administrator. This is an exciting opportunity for a Level 4 qualified Paraplanner to combine their technical skills with delivery of advice and take their career to the next level.Key ResponsibilitiesContribute to the...


  • Glasgow, Glasgow City, United Kingdom Reed Full time

    Job SummaryReed Finance is seeking a highly skilled Strategic Financial Planning Director to lead the Financial Planning and Analysis (FP&A) function of the organization. Reporting directly to the Finance Director, you will be responsible for establishing and supervising the FP&A function, focusing on delivering technical and analytical support.Key...


  • Glasgow, Glasgow City, United Kingdom 2022 - Chief Operating Office Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Operations Partner to join our 2022 - Chief Operating Office team. As a key member of our finance team, you will play a critical role in supporting the Commercial teams in achieving their strategic objectives.Key ResponsibilitiesFinancial Planning and Analysis: Assist in the...


  • Glasgow, Glasgow City, United Kingdom Recruiit Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Recruiit. As a key member of our finance department, you will be responsible for providing accurate and timely financial information to support business decision-making.Key Responsibilities:Lead the preparation of monthly management accounts, including...