Financial Planning Professional

2 weeks ago


Falkirk, Falkirk, United Kingdom Austin Fraser Full time
About the Job

A competitive salary is offered for this exciting opportunity (£45,000 - £55,000 per annum, DOE) plus discretionary bonus opportunities. Our hybrid and flexible working policy allows for a better work-life balance, while 24 days holiday (plus additional days up to 27) ensures time off when needed. A supportive working environment, professional development opportunities, and an excellent pension and benefits package make this role truly rewarding.

Key responsibilities include maintaining accurate client data, analysing client goals, conducting thorough research, and providing tailored advice solutions based on client needs. As a Paraplanner, you will be expected to write clear and compelling suitability reports that meet governance requirements and ensure all work aligns with our company's governance process.



  • Falkirk, Falkirk, United Kingdom IDEX Consulting Full time

    Job Title:Financial Planning SpecialistAbout the Role:IDEX Consulting is seeking a skilled Financial Planning Specialist to join their team in Falkirk. This role offers a flexible working platform that supports career progression.The ideal candidate will have a Diploma level 4 or be close to completing. The salary for this position is approximately £35,000...


  • Falkirk, Falkirk, United Kingdom Marshalls PLC Full time

    Planned Maintenance Professional (Electrical Focus)As a Planned Maintenance Professional with an electrical focus, you will play a crucial role in ensuring the efficient operation of our production processes at Marshalls PLC in Falkirk. Your primary responsibility will be to develop and implement planned maintenance schedules to minimize downtime and...


  • Falkirk, Falkirk, United Kingdom Falkirk Council Full time

    About the Role:">The Financial Assessment Team at Falkirk Health and Social Care Partnership is seeking a skilled Expert Financial Advisor to join their team. This is an exciting opportunity for a motivated professional to make a difference in the lives of vulnerable adults.">Job Overview:">We are looking for an experienced financial advisor who can work...


  • Falkirk, Falkirk, United Kingdom Falkirk Council Full time

    Falkirk Council is looking for a Director of Strategic Planning and Operations to join our team.This role involves leading the Partnership's Strategy and Transformation activity, ensuring financial accountability, and driving a whole-system approach.The ideal candidate will have expertise in strategic planning, policy development, and operational...


  • Falkirk, Falkirk, United Kingdom Specsavers Full time

    Job Title: Financial Operations ManagerAbout the Role:We are seeking a skilled and experienced Financial Operations Manager to join our team at Specsavers Falkirk. As a key member of our management team, you will be responsible for managing day-to-day operations, ensuring financial and performance goals are met, developing commercial opportunities, and...


  • Falkirk, Falkirk, United Kingdom JMC Legal Recruitment Full time

    Job Title: Planning Associate ExpertA top-tier planning team seeks an experienced solicitor to join their Edinburgh office. With a strong reputation for delivering high-quality work, this award-winning business offers an exceptional opportunity for career growth and professional development.This prestigious firm has a long history of excellence in the...


  • Falkirk, Falkirk, United Kingdom JMC Legal Recruitment Full time

    About the Role: Senior Planning ConsultantThis award-winning law firm is seeking a senior planning consultant to join their Edinburgh office. As a key member of the team, you will be responsible for providing expert advice on planning legislation and managing complex projects from inception to completion.The ideal candidate will have 3+ years of experience...


  • Falkirk, Falkirk, United Kingdom Carrington West Full time

    **Role Overview:**We are looking for a highly skilled Construction Site Manager to join our team at Carrington West. This is an excellent opportunity to showcase your expertise in managing construction sites and contributing to our success.The ideal candidate will have a proven track record in site management, including experience in managing construction...


  • Falkirk, Falkirk, United Kingdom Specsavers Full time

    Job SummaryAchieve operational excellence as a Store Manager at Specsavers Falkirk, driving financial and performance goals while developing commercial opportunities. With a strong management background and knowledge of retail excellence, you'll lead day-to-day operations, manage staff, and support recruitment.About the RoleAs a Store Manager, you will...


  • Falkirk, Falkirk, United Kingdom Motorsport Network Full time

    Halfords is the UK's largest automotive service, maintenance and repair business, and we're looking for a skilled Automotive Technician to join our team. As a key member of our team, you'll be responsible for performing MOT tests and assisting in light vehicle maintenance.Salary: £30,900 - £37,000 per annum, paid annuallyBonus Opportunities: Average...


  • Falkirk, Falkirk, United Kingdom Densell Recruitment Full time

    Job Description:We are looking for a talented claims professional to join our team in Falkirk. As a senior role, you will be responsible for handling complex claims and working closely with the team manager to ensure smooth operations.Key Responsibilities:Handle incoming claims from customersInvestigate and resolve claims in a timely mannerCommunicate with...


  • Falkirk, Falkirk, United Kingdom Leaders In Care Recruitment Ltd Full time

    Job SummaryWe are seeking an experienced Registered Nurse to join our team at a general nursing and dementia home in Polmont. As a valued member of our staff, you will have the opportunity to make a real difference in the lives of our residents.About the RoleThis is a full-time, permanent position that offers a rewarding career path and a chance to utilise...


  • Falkirk, Falkirk, United Kingdom Austin Fraser Full time

    Austin Fraser is currently seeking a skilled Investment Management Associate to join our team and provide technical research and report writing support to our Financial Planners.About the Role:This is a key position that requires strong knowledge of financial planning processes, products, and platforms. As an Investment Management Associate, you will work...


  • Falkirk, Falkirk, United Kingdom Blue Arrow - Edinburgh Full time

    Blue Arrow is looking for an experienced Food Service Professional to fill a Chef and Caterer position in Falkirk.This is a dynamic role that requires strong organizational skills and attention to detail.Key responsibilities include:Preparing and cooking nutritious meals for customersMonitoring and maintaining high standards of cleanliness and organization...


  • Falkirk, Falkirk, United Kingdom Meallmore Full time

    Care Professional NightshiftAt Meallmore, we are seeking a dedicated Care Professional to join our team at Airthrey Care Home. This role offers an exciting opportunity to work in a state-of-the-art purpose-built care home located in Airth, close to Falkirk and Stirling.You will be working as part of a professional and experienced team who provide...


  • Falkirk, Falkirk, United Kingdom Austin Fraser Full time

    Austin Fraser is a leading company that offers ongoing training to electrical engineers looking for site-based roles. As an Electrical Maintenance Professional, you will have the opportunity to work on a Monday to Friday day shift conducting planned preventative maintenance and responding to reactive maintenance requirements. The company has a strong ethos...


  • Falkirk, Falkirk, United Kingdom Austin Fraser Full time

    Paraplanner Role OverviewElevate Your Career in Financial Services with Austin Fraser.The role of a Paraplanner involves supporting Financial Planners with technical research, report writing, and implementing advice services to clients.We are seeking a skilled Paraplanner to join our team and contribute to delivering high-quality financial planning...


  • Falkirk, Falkirk, United Kingdom Austin Fraser Full time

    Job Description and RequirementsWe are looking for a highly skilled Paraplanner with a strong understanding of financial planning processes, products, and platforms. The ideal candidate will have experience working with Intelligent Office, Curo or other back-office systems and hold a CII Diploma in Financial Planning or equivalent qualification. Knowledge of...


  • Falkirk, Falkirk, United Kingdom Halo Personnel Full time

    Kitchen Installation Expertise: Halo Personnel seeks an experienced Area Kitchen Installations Manager to lead kitchen installation projects in various locations. As a key member of our team, you will be responsible for ensuring seamless project execution, managing budgets, and fostering strong client relationships.Role Highlights:Project Management: Plan,...


  • Falkirk, Falkirk, United Kingdom Advinia Care Homes Limited Full time

    Advinia Care Homes Limited is looking for a skilled Laundry Assistant and Cleaning Professional to join our team. As a Laundry Assistant and Cleaning Professional, you will work closely with the Head of Housekeeping/Home Manager to maintain high cleanliness standards and efficient laundry turnaround.Main tasks and responsibilities:Maintain set cleaning...