Financial Services Paraplanner
5 days ago
Financial 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 Responsibilities**
* Provide investment analysis and risk profiling for clients
* Review and create reports on behalf of the firm
* Conduct research and report writing across a wide range of financial services products
* Liaise with clients and providers via telephone and face-to-face
**Requirements**
* Highly skilled in suitability report writing and research
* Accustomed to working in a fast-paced environment
* Excellent communication and interpersonal skills
**What We Offer**
* A rare opportunity to join a growing and reputable practice
* A close-knit team environment
* Opportunities for professional growth and development
**How to Apply**
If you are a motivated and experienced paraplanner looking for a new challenge, please submit your details for review.
-
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...
-
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...
-
Financial Paraplanner
2 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe 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 ResponsibilitiesPreparation of Suitability ReportsLiaising with product providers to collate pension and...
-
Financial Paraplanner
2 days ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe 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 ResponsibilitiesPreparation of Suitability ReportsLiaising with product providers to collate pension and...
-
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...
-
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...
-
Financial Services Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team at Eden Scott, a reputable and award-winning financial services practice. As a Paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our high net worth clients.Key Responsibilities:Provide investment analysis and risk profiling...
-
Financial Services Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team at Eden Scott, a reputable and award-winning financial services practice. As a Paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our high net worth clients.Key Responsibilities:Provide investment analysis and risk profiling...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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,...
-
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,...
-
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...
-
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...
-
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...
-
Financial Planning Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Title: Financial Planning ParaplannerAbout the Role:We are seeking an experienced Paraplanner to join our team at Eden Scott, a highly respected and award-winning wealth management firm based in Glasgow. As a key member of our team, you will play a vital role in supporting our Financial Advisers and contributing to the success of our business.Key...