Senior Paraplanning Professional

Job OverviewWe are seeking an experienced Senior Paraplanning Team Lead to join our team at IDEX Consulting. The ideal candidate will have a strong background in paraplanning and excellent leadership skills.

At IDEX Consulting, we are seeking an exceptional Paraplanning Professional to join our National Financial Planning business team. This exciting opportunity will enable you to support experienced Advisers and ultimately clients in the advice-giving process.This role is ideal for individuals who thrive in a fast-paced environment, prioritizing tasks, and...

Role OverviewA rare and exciting opportunity for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow has become available.Key ResponsibilitiesPreparation of Suitability ReportsLiaising with product providers to collate pension and investment information for replacement contractsProviding technical support to the team with...

Paraplanning Manager Role Are you an experienced Paraplanner looking to elevate your career?This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides the perfect balance of autonomy and collaboration, allowing...

Paraplanning OpportunityA highly skilled Paraplanner is required to support the growth of our client, a leading Investment Manager in Glasgow. The successful candidate will work closely with experienced advisers to deliver exceptional client service and contribute to the development of the business.Key Responsibilities:Support advisers in the full financial...

About the RoleWe are seeking a highly skilled Senior Financial Planning Professional to join our team at IDEX Consulting. As a key member of our advisory team, you will be responsible for delivering exceptional financial planning services to our clients.Job DescriptionThe ideal candidate will have a minimum Level 4 qualification and previous experience as a...

Financial Planning ProfessionalWe are looking for a skilled Financial Planning Professional to join our team at IDEX Consulting.Key Responsibilities:Deliver exceptional financial planning, advice, and service to clients.Generate new client enquiries and convert leads.Undertake sales and marketing activity in line with local and national plans.Work to achieve...

About the RoleThis position is a fantastic opportunity to combine your expertise in Paraplanning with delivery of advice and suitability report writing for an established portfolio of clients.You will be responsible for building and maintaining great relationships to deliver high-quality financial planning and paraplanning for a large portfolio of clients,...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

Job Overview: As a VAT Manager with Hays Senior Finance, you will work closely with the VAT Partners and Directors as a key member of the team in Scotland. Your responsibilities will include managing a client portfolio with significant client responsibility, overseeing your team's portfolios, and delivering high-quality VAT consultancy services. You will...

Job SummaryIdex Consulting is seeking a detail-oriented and organized Paraplanning Assistant to support our National Financial Planning business. This role is ideal for individuals who enjoy working with data, researching products, and preparing application forms.Key ResponsibilitiesAs a Paraplanning Assistant, you will be responsible for:Obtaining...

Role OverviewIDEX Consulting is seeking a skilled Financial Planning Professional to join our team. As a key member of our advisory team, you will play a vital role in delivering high-quality financial planning services to our clients.Key ResponsibilitiesUndertake broad financial planning to ensure each client's goals are fully understood and the most...

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

Senior Tax ProfessionalA role that combines tax accounting and tax provisions, corporate tax compliance, and advisory services. As a Senior Tax Professional at Pro-Tax, you will be involved in tax accounting and tax provisions, corporate tax compliance, and Ad-Hoc dealing with VAT issues. You will provide advice on tax enquiries and M&A activity.Key...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and...

**HAYWARD HAWK** is excited to be working with an award winning company who are growing their team with a **Senior Pension Administrator.** This is an opportunity for a proactive, organised individual to grow and develop their career. **The role** Are you someone who is looking for an environment that offers personal and professional development. As a...

Job Title: Senior Culinary ProfessionalAbout the Role:Shaw healthcare, a UK-based employee-owned healthcare company, is seeking a talented and experienced Senior Culinary Professional to lead their culinary team at Surehaven Glasgow. As a Senior Culinary Professional, you will be responsible for providing a high-quality dining experience for residents and...

**Job Description**We are seeking a Senior Ecologist to join our team at Access Talent Group. As a senior member of our team, you will play a key role in managing projects and teams, overseeing the completion of reports and surveys, and ensuring effective communication with clients and stakeholders.This is a dynamic role requiring an established senior...