Paraplanner Specialist

We are a leading chartered financial advice firm in Glasgow, renowned for our excellence and commitment to delivering high-quality services.The role of Advanced Financial Support Specialist involves:Preparing comprehensive Suitability ReportsLiaising with product providers to obtain pension and investment informationProviding expert technical support to the...

About the RoleWe are looking for a detail-oriented Paraplanner to join our team at Brewin Dolphin. Your primary responsibility will be to provide administrative support to our Financial Planning Managers, ensuring that all tasks are completed efficiently and accurately. Additionally, you will be required to maintain open communication channels with the...

We are excited to offer a Trainee Paraplanner position at JohnstonGreer Ltd, where you will work closely with our team to provide top-notch service to our Private Clients. Your primary responsibility will be to assist in preparing reports that meet our high standards. You will also have opportunities for growth and development through coaching, exam study,...

National Financial Planning business is seeking a skilled Paraplanning Assistant to support Advisers and clients in the advice giving process.Key Responsibilities:Obtain information on existing policies by issuing letters of authority, chasing up providers, and collecting data online, over the telephone, or in writing.Produce new business illustrations using...

Role: Assistant Paraplanner Location: Glasgow Salary: Up to £30,000 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

A highly skilled Paraplanner is sought to support advisers and work in partnership with a leading Investment Manager in Glasgow.As a key member of the team, you will be involved in the full financial planning process, attending meetings, writing complex reports and undertaking analysis.Key responsibilities include attending meetings and taking minutes,...

Principal DC Pension ConsultantWe are pleased to announce that we are currently partnered with a well-known Employee Benefits & Pensions Consultancy to support them in the search for a Principal DC Pension Consultant.Role & Responsibilities:Maintain a portfolio of clients consulting and brokering across DC pensions, working towards an agreed growth target...

Client Service Associate - Flexible BenefitsAlexander Lloyd have a new role with an established, well-known employee benefits & pensions consultancy that are looking for an experienced flexible benefits administrator to join this division. This organisation has gone through positive change recently and are keen to continue that expansion heading into...

About the Role:Our client are are expanding their Flexible Benefits Team and seeking a dedicated new team member to provide outstanding service to their corporate clients and their employees. In this role, you will deliver technical consultancy, project management, and end-to-end support for employee benefits schemes.What we need from you:You should have...

Eden Scott is seeking a highly skilled Senior Paraplanner/Manager to join its Wealth Management team.Key Responsibilities:Prepare comprehensive Suitability Reports to support investment recommendationsLiaise with product providers to collate pension and investment information, ensuring accuracy and complianceProvide technical expertise and support to the...

Are you a highly experienced Financial Advisor in Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation...

Your new company An excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator.A good working environment, a very friendly and inclusive working culture, flexible working options.Your new role Providing support to Advisers (IFAs) and their clients ensuring high standards of service.A varied role whereby you will be...