Senior Paraplanner
3 weeks ago
We 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 experience in financial planning or wealth management, providing support to financial advisers carrying out technical support.
The ideal candidate will have strong communication and interpersonal skills, as well as the ability to work effectively in a team. They will also be familiar with FCA legislation and regulations.
This is a great opportunity to develop your skills and knowledge in financial planning and take your career to the next level. If you are interested in this role, please get in touch with us to discuss further.
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Senior Paraplanner or Team Leader
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout 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...
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Senior Paraplanning Professional
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeRole Overview: Senior Paraplanning ProfessionalA rare opportunity has emerged for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in Glasgow.This is a chance to work with a reputable company that supports career development and encourages employees to excel in their roles.The key responsibilities...
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Senior Wealth Management Leader
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeSenior 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,...
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Senior Paraplanning Professional
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full time**Job Summary:** We are looking for a skilled paraplanner or senior team leader to provide essential support to our financial advisers through technical research and report writing. The successful candidate will have hands-on exposure to clients, be a vital part of the advice process, and contribute to the development of our team.
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Senior Paraplanning Role
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleWe are looking for a skilled Senior Paraplanner to join our team in Glasgow. As a key member of our team, you will be responsible for preparing suitability reports, liaising with product providers, and providing technical support. You will also assist in market research, due diligence reviews, and provide support to our Financial Adviser and...
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Senior Paraplanning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Title: Senior Paraplanning SpecialistAn exceptional opportunity has emerged for an accomplished paraplanner to join a renowned chartered financial advice firm in Scotland.This is a rare chance to work with a respected company that fosters professional growth and encourages employees to excel in their roles.The role will involve:Preparing comprehensive...
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Senior Paraplanning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full timeJob Title: Senior Paraplanning SpecialistWe are seeking a highly experienced Paraplanner to join our team at IDEX Consulting Ltd in Glasgow. As a key member of our Wealth Management division, you will play a crucial role in providing exceptional support to our Advisors and partners.Key Responsibilities:To prepare written advice and technical research...
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Senior Financial Planning Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeCompany Overview:IDEX Consulting is a renowned financial services provider dedicated to delivering exceptional wealth planning solutions.We are seeking a talented Senior Financial Planning Specialist to join our team, responsible for executing the delivery of our regional business plan through outstanding financial planning and client service.The successful...
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Paraplanning Leadership Position
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeAbout the Role:This is a senior Paraplanning position within our team at IDEX Consulting. We are seeking an experienced Paraplanner Manager to lead and develop our Paraplanning department.Responsibilities:To recruit, manage, train and develop high-calibre Paraplanners.To oversee the training and monitoring of new employees, ensuring they meet competency...
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Senior Financial Consultant
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeEden Scott, a leading independent financial advisory firm, is seeking an experienced Senior Financial Consultant to join their Scottish team. This home-based role offers flexibility and autonomy, with access to meeting rooms in central locations when required.About the RoleThe successful candidate will have a proven track record as a successful adviser,...
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Senior Investment Support Specialist
1 month ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAt Eden Scott, we are seeking a Senior Investment Support Specialist to join our Glasgow office. This role offers an estimated salary of £35,000 - £45,000 per annum.This is a fantastic opportunity for an experienced Paraplanner to provide support to our Financial Advisers and MD in preparing Suitability Reports and liaising with product providers to...
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Pensions and Investments Expert
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timePensions 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...
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Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob Title: Financial Planning SpecialistA unique opportunity has arisen for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in the UK.This is a rare chance to work with a reputable company that supports career development and encourages employees to excel in their roles.The role involves:Preparing Suitability...
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Technical Research and Report Writing Expert
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAbout the RoleThis is an exciting opportunity to join Eden Scott as a paraplanner or senior paraplanner team leader. As a key member of our team, you will provide essential support to our financial advisers, conducting technical research and preparing reports, attending meetings, and developing strong relationships with clients.ResponsibilitiesThe successful...
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Senior Paraplanning Support Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeIDEX Consulting is a leading National Financial Planning business seeking a highly skilled Assistant Paraplanner to support their team in the advice giving process with data collection, product research, and production of application forms and supporting literature. This role is an excellent opportunity for candidates who want to go to the next level in...
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Senior Financial Planner
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob DescriptionOur client, a reputable financial services firm in Glasgow, is seeking an experienced Paraplanner to join their team.Role OverviewTo prepare high-quality written advice and provide technical research services to advisors and partners.Ensure the preparation of advice for clients is of the highest quality and delivered efficiently.The ideal...
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Senior Financial Services Professional
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeJob OverviewWe are a leading chartered financial advice firm based in Glasgow, seeking an experienced paraplanner to join our team. The successful candidate will have a strong background in both Pensions and Investments, with excellent report writing skills.The role will involve preparing suitability reports, liaising with product providers, and providing...
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Senior Wealth Management Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeWe are seeking an experienced Paraplanner to join our team in Glasgow, with a focus on delivering exceptional client experiences through high-quality written advice and technical research services.">Job DescriptionDeliver high-quality written advice and provide technical research services to support the delivery of exceptional client experiences.Work...
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Senior Pensions Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeCompany 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....
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Senior Financial Advisor Role
4 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAre you a motivated and ambitious financial advisor looking for a new challenge? Look no further than Eden Scott, a dynamic and award-winning independent financial advisory firm. We are seeking experienced professionals to join our expanding Scottish team in a home-based role that offers the flexibility to work from anywhere while providing access to meeting...