Paraplanner - Pensions Management

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 Job:We are looking for a skilled Paraplanning Manager to lead our team in delivering exceptional results. The successful candidate will have extensive experience in Paraplanning and proven leadership skills.Job Description:To lead a team of Paraplanners and ensure they deliver high-quality reports and meet deadlines.To recruit, train, and develop...

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 Title: Experienced Paraplanner - Glasgow OpportunityA unique chance has arisen for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow, Scotland.This is a rare opportunity to work with a reputable company that supports career development and encourages employees to excel in their roles.The role involves:Developing...

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...

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...

We are seeking a skilled and dedicated Wealth Management Paraplanner to join our team at Eden Scott's Glasgow office. In this role, you will have the opportunity to work closely with our Financial Advisers and MD to prepare Suitability Reports and liaise with product providers.Your responsibilities will include assisting in ongoing due diligence reviews of...

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...

Spectrum Wealth Group is a dynamic and forward-thinking company that is committed to delivering exceptional client service. We are seeking a highly skilled Paraplanner and Researcher to join our team and help us achieve our goals.Key ResponsibilitiesThe successful candidate will be responsible for providing high-quality research and administrative support to...

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...

We are seeking a skilled Paraplanner Support Specialist to join our team at Eden Scott, supporting our financial advisers in providing expert financial planning advice to clients.In this role, you will be responsible for technical research, report writing, and attending meetings as required. You will have the opportunity to work with our team to deliver...

About the Position">We are looking for a seasoned Paraplanner to join our client's team at Eden Scott. This individual will play a critical role in supporting Financial Planners, participating in client meetings, and providing expert advice on pensions and investments.">Key Responsibilities">The successful candidate will be responsible for:">">Developing and...

About the RoleWe are looking for a Senior Paraplanner to join our team at Eden Scott. The successful candidate will provide technical support to our financial advisers and play a key role in our client-facing work.The salary for this role is estimated to be around £40,000-£50,000 per annum, depending on experience. We require a minimum of 2 years...

Company Overview">Eden Scott's client is a reputable and professional firm with a long-standing presence in Scotland, operating across multiple offices. This respected company has built a loyal client base over the years.">Salary and Benefits">The role comes with an attractive salary package that can be tailored to meet the needs of the successful candidate....

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...

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...

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...

Senior Wealth Management LeaderWe are seeking a highly skilled Senior Wealth Management Leader to join our National Wealth Management Firm in Glasgow and Edinburgh.This key role involves leading a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage,...

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...

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...