Paraplanning and Advisory Assistant

OverviewIDEX Consulting is a dynamic and forward-thinking organization that provides innovative financial planning and advisory services to individuals and businesses.About the Role:This is an exciting opportunity for a qualified individual to gain experience in full Financial Planning, working with established clients and developing their skills in...

Paraplanning Support DirectorA very exciting opportunity has arisen to lead a team of Paraplanners at our National Wealth Management Firm with a significant presence in Glasgow and Edinburgh.In this key role, you will be responsible for the management of Paraplanning support across multiple Practices, delivering high-quality technical services to...

About the OpportunityIDEX Consulting is a leading provider of financial planning and advisory services, and we are currently seeking a highly skilled Advisory Services Professional to join our team.Key Responsibilities:Combining advice and paraplanning/suitability report writing for an established portfolio of clients.Executing regional business plans...

About 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...

We are seeking a highly motivated and detail-oriented Business Development Associate to join our Restructuring Advisory team at Interpath Advisory.About UsInterpath Advisory is a leading financial advisory business with a broad range of specialisms. Our team provides expert advice to clients facing challenging trading conditions, helping them navigate...

Job SummaryA senior-level position has arisen at IDEX Consulting, a leading National Wealth Management Firm with bases in Glasgow and Edinburgh. As a Paraplanner Manager, you will oversee the management of paraplanning support across multiple practices, delivering high-quality technical and report writing services to advisers.This role requires strategic...

Job Title: Paraplanning Professional About the RoleWe are looking for an experienced Paraplanner to join our team in Glasgow. As a key member of our team, you will be responsible for preparing written advice and providing technical research services to our advisors and partners. Key Responsibilities:Prepare written advice and provide technical research...

Role OverviewA rare and exciting opportunity for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow has become available.Key ResponsibilitiesPreparation of Suitability ReportsLiaising with product providers to collate pension and investment information for replacement contractsProviding technical support to the team with...

Job 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...

Accounting and Business Advisory Assistant ManagerWe are seeking an experienced Assistant Manager to join our team at Azets. The successful candidate will have a strong background in accounting and business advisory, with the ability to manage client relationships and deliver revenue targets.Key Tasks:Own and manage a client portfolio.Support senior staff in...

RSM is looking for an Accounting Advisory Manager to join its team of experts in financial reporting advisory. As Assistant Manager, you will be a key member of the financial reporting advisory national team, working closely with senior managers to deliver high-quality financial reporting services to clients.The ideal candidate will have a deep understanding...

Corporate Tax Advisory ManagerWe are currently working with a leading tax advisory practice in the UK who are looking to expand in Glasgow.A well known and growing firm they provide a range of tax advisory services to OMBs and large groups across the UK.You will be joining a newly created Glasgow office and assist the wider team with a variety of tax...

We are looking for a business advisory accountant to join our team in Glasgow. As a client accountant/accounts senior, you will play a key role in providing high-quality services to our clients. This is an excellent opportunity for someone who is ambitious and wants to progress their career within the business advisory team.As a qualified CA/ACCA or at...

Azets, a top ten accountancy firm in the UK, is looking for an Assistant Manager to join its Accounting and Advisory team in Ireland. As an Assistant Manager, you will work with clients to produce complex annual statutory accounts, provide accounting support, mentor junior team members, and ensure high levels of communication with staff, line manager, and...

Career OpportunitiesWe are seeking an experienced Investment Advisor to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a critical role in helping clients achieve their financial goals.The ideal candidate will have a proven track record in investment advice, with excellent communication and interpersonal...

Are you a motivated and ambitious professional looking for a new challenge? Do you have a passion for accounting and business advisory? If so, we may have the perfect opportunity for you. As an Assistant Manager at Azets, you will be responsible for owning and managing client portfolios, supporting revenue and profitability targets, and developing and...

Job DescriptionWe are seeking a highly motivated Business Advisory Support Professional to join our team at BDO UK. As an Assistant Manager, you will be responsible for supporting the project management of client engagements, including tasks such as preparing engagement letters, monitoring progress against budget and deadlines, and risk management.You will...

As a highly motivated and experienced Assistant Manager at Azets, you will have the opportunity to excel in your career while making a significant impact on our clients' success. With a strong background in accounting and business advisory, you will be responsible for managing client portfolios, supporting revenue and profitability targets, and fostering...

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,...