Experienced Paraplanner

Career Development OpportunityWe are seeking an experienced Paraplanner to join our team and progress towards becoming a Financial Planner. This role offers a supportive environment and comprehensive training program to ensure success.About the RoleThe successful candidate will work closely with our team of Financial Planners and colleagues to deliver...

Chartered Financial Advice ParaplannerA rare opportunity has emerged for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow, Scotland.This is a unique chance to work with a respected company that fosters professional growth and encourages employees to excel in their roles.The role entails:Preparing comprehensive...

Job SummaryWe are seeking an experienced Paraplanner to join our client's dynamic team, where you will have the opportunity to develop your skills and progress towards becoming a qualified Financial Planner.

About the RoleThis is an excellent opportunity for a Trainee Paraplanner to develop their skills and advance their career in financial services. You will work closely with experienced professionals to deliver top-notch service to our private client base. Your duties will include report writing, data analysis, and contributing to team discussions to drive...

We are seeking a highly skilled Paraplanner to join our client's team, where you will play a key role in supporting the Financial Planners and developing pension schemes. This is an excellent opportunity for anyone looking to develop their career in pensions and investments, and we encourage applications from experienced professionals.The successful...

About the RoleWe are seeking an experienced paraplanner to join our team in Glasgow. As a leading chartered financial advice firm, we offer a rare opportunity for career growth and development.The successful candidate will have experience in both Pensions and Investments, with excellent report writing skills. They will also have the ability to work...

About the Role:We are seeking a senior paraplanner or team leader to join our team at Eden Scott, a leading financial planning company. As a member of our team, you will be responsible for providing technical support to our financial advisers and playing a key role in the advice process.About Eden Scott:Our company has a dynamic office culture and is...

Required Skills and QualificationsTo be considered for this role, you must have experience as a paraplanner, either having completed your exams or made significant progress towards them. Your background should include both pensions and investments, with excellent report writing skills. Experience with research tools such as FE Analytics and Intelligent...

Job DescriptionA rare opportunity has become available for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. The firm supports career development, whether you're a 'career paraplanner' or looking to move into financial advice.The role involves preparation of suitability reports, liaising with...

About the Role:This is a senior Paraplanning position within our team at IDEX Consulting. We are seeking an experienced Paraplanner Manager to lead and develop our Paraplanning department.Responsibilities:To recruit, manage, train and develop high-calibre Paraplanners.To oversee the training and monitoring of new employees, ensuring they meet competency...

Technical Services ManagerWe are seeking an experienced Technical Services Manager to join our team at IDEX Consulting in Glasgow and Edinburgh.This key role involves managing a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage, train, and develop...

Pensions and Investments Expert Job DescriptionA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner/senior paraplanner to join their team.This is a rare opportunity to work with a reputable company that supports career development and encourages employees to excel in their roles.The key duties include:Preparing...

Role Overview: Senior Paraplanning ProfessionalA rare opportunity has emerged for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in Glasgow.This is a chance to work with a reputable company that supports career development and encourages employees to excel in their roles.The key responsibilities...

Job OverviewThis is an exciting opportunity to join a leading wealth management firm in Glasgow as a Financial Paraplanner. You will work closely with the Financial Adviser and MD to prepare Suitability Reports, manage client relationships, and support the due diligence process.We are looking for an experienced Paraplanner who has a strong understanding of...

Job Title: Financial Planning SpecialistA unique opportunity has arisen for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in the UK.This is a rare chance to work with a reputable company that supports career development and encourages employees to excel in their roles.The role involves:Preparing Suitability...

Wealth Management Administrator OpportunityGlasgow based, multi-award winning Wealth Management Firm seeks experienced Wealth Management / Financial Planning Administrator to support Paraplanners in delivering exceptional client service.Main ResponsibilitiesProviding administrative support to ParaplannersServing as a point of contact for internal...

A challenging and rewarding role has become available for a skilled Paraplanner to support the Financial Adviser/MD at a large wealth management firm in Glasgow. As a Wealth Management Assistant, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.This is an excellent opportunity...

My client, a respected wealth management firm in Glasgow, seeks an experienced Paraplanner to support the Financial Adviser/MD. Key responsibilities include preparing Suitability Reports and liaising with product providers for pension and investment information. Additionally, the successful candidate will assist in due diligence reviews of investment funds...

OverviewA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner to join their team. This rare opportunity offers a chance to work with a reputable company that values career development and employee growth.

About the RoleWe are seeking an experienced Paraplanner to join our team at Eden Scott in Glasgow, Scotland.This is a rare opportunity to work with a leading chartered financial advice firm that has won awards for its excellent services. Our employees are highly motivated and supportive of career development.