Financial Paraplanner
2 days ago
We are seeking an experienced Paraplanner to join our team in Glasgow. As a key member of our wealth management firm, you will play a crucial role in supporting our Financial Advisers and MD in delivering exceptional client service.
Key Responsibilities- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information
- Assisting in due diligence reviews of investment funds and platforms
- Providing support to Financial Advisers and MD
To be considered for this role, you must have experience as a Paraplanner within an IFA, either having completed your exams or made significant progress towards. Your background should include both pensions and investments, with excellent report writing skills. Experience with research tools such as FE Analytics and knowledge of Intelligent Office would be advantageous.
We are looking for a committed, enthusiastic, and flexible individual who can bring new ideas to our firm. If you are a motivated and detail-oriented professional with a passion for financial services, we encourage you to apply.
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Financial Services Paraplanner
5 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Services Paraplanner Job Description **About the Role** We are seeking a highly skilled and experienced paraplanner to join our team at Eden Scott. As a paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our clients, as well as reviewing and creating reports on behalf of the firm. **Key...
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Financial Services Paraplanner
5 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Services Paraplanner Job Description **About the Role** We are seeking a highly skilled and experienced paraplanner to join our team at Eden Scott. As a paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our clients, as well as reviewing and creating reports on behalf of the firm. **Key...
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Paraplanner - Financial Services Professional
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Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services professionals in delivering exceptional client service.Key Responsibilities:Prepare and implement recommendation reports to support financial planning and investment decisions.Complete...
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Paraplanner - Financial Services Professional
2 weeks ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services professionals in delivering exceptional client service.Key Responsibilities:Prepare and implement recommendation reports to support financial planning and investment decisions.Complete...
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Senior Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob DescriptionCompany OverviewEden Scott is a leading chartered financial advice firm in Glasgow, renowned for its exceptional service and commitment to employee development. Our team has a strong reputation for excellence, and we're seeking an experienced paraplanner to join our close-knit and dynamic team.Job SummaryWe're looking for a skilled paraplanner...
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Senior Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob DescriptionCompany OverviewEden Scott is a leading chartered financial advice firm in Glasgow, renowned for its exceptional service and commitment to employee development. Our team has a strong reputation for excellence, and we're seeking an experienced paraplanner to join our close-knit and dynamic team.Job SummaryWe're looking for a skilled paraplanner...
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Financial Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading wealth management firm based in Glasgow. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers and helping us deliver exceptional client service.Key ResponsibilitiesPreparation of Suitability Reports: You will be responsible for...
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Financial Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading wealth management firm based in Glasgow. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers and helping us deliver exceptional client service.Key ResponsibilitiesPreparation of Suitability Reports: You will be responsible for...
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Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Eden Scott. As a Paraplanner, you will play a vital role in supporting our financial advisers in providing exceptional client service.Key Responsibilities:Provide technical research and report writing support to our financial advisersAttend meetings as required to...
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Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Eden Scott. As a Paraplanner, you will play a vital role in supporting our financial advisers in providing exceptional client service.Key Responsibilities:Provide technical research and report writing support to our financial advisersAttend meetings as required to...
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Senior Paraplanner
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...
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Senior Paraplanner
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...
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Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Eden Scott. As a Paraplanner, you will play a vital role in supporting our financial advisers in providing exceptional client service.Key Responsibilities:Provide technical research and report writing support to our financial advisersAttend meetings as required to...
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Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Eden Scott. As a Paraplanner, you will play a vital role in supporting our financial advisers in providing exceptional client service.Key Responsibilities:Provide technical research and report writing support to our financial advisersAttend meetings as required to...
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Senior Paraplanner
5 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeA rare opportunity has arisen for a skilled Paraplanner to contribute to the success of a reputable firm in Glasgow. The business has experienced significant growth and requires additional support to maintain its high standards. As a Paraplanner, you will work closely with a senior IFA to deliver exceptional results and benefit from a competitive salary,...
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Senior Paraplanner
5 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeA rare opportunity has arisen for a skilled Paraplanner to contribute to the success of a reputable firm in Glasgow. The business has experienced significant growth and requires additional support to maintain its high standards. As a Paraplanner, you will work closely with a senior IFA to deliver exceptional results and benefit from a competitive salary,...
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Senior Paraplanner
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...
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Senior Paraplanner
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...
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Pensions Paraplanner
3 weeks ago
Glasgow, Glasgow City, United Kingdom Bruin Full timeJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team at Bruin Financial. As a key member of our Wealth Management team, you will be responsible for providing high-quality research and support to our financial planners.Key Responsibilities:Conduct in-depth research on a wide range of financial planning products and...
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Senior Paraplanner
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...