Senior Paraplanner or Team Leader

7 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

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 committed to supporting the career development pathways of our employees. We offer a flexible working arrangement policy and a range of benefits to our staff.

About the Position:

The position requires a highly skilled and experienced individual who has a minimum of 2 years experience in financial planning/wealth management. The ideal candidate will have a diploma qualification or close to obtaining one, as well as strong software, IT skills, and back office experience.

About You:

We are looking for an individual who is passionate about delivering exceptional client service and has a keen eye for detail. You will need to be able to work inline with FCA legislation/regulations and have excellent communication and interpersonal skills.

Salary:

The estimated salary for this role is £35,000-£45,000 per annum, depending on experience.



  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    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,...

  • Senior Paraplanner

    7 days ago


    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • 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.


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    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...


  • Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Title: Paraplanner for Wealth Management RoleAbout the Company: IDEX Consulting Ltd is a leading consulting firm that specializes in wealth management services.Salary: £35,000 - £45,000 per annumJob Description: We are seeking an experienced Paraplanner to join our team in Glasgow. As a Paraplanner, you will be responsible for preparing written advice...


  • Glasgow, Glasgow City, United Kingdom Reed Full time

    Job SummaryWe are seeking an experienced Paraplanner to join our client's dynamic team, where you will have the opportunity to develop your skills and progress towards becoming a qualified Financial Planner.


  • Glasgow, Glasgow City, United Kingdom Reed Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full time

    Key ResponsibilitiesAs a Paraplanner Support Specialist, you will play a vital role in supporting the paraplanning team, providing administrative assistance and ensuring that tasks are completed efficiently and effectively.Your duties will include report writing, data analysis, and customer communication, all while maintaining high standards of quality and...


  • Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full time

    About the RoleThis is an excellent opportunity for a Trainee Paraplanner to develop their skills and advance their career in financial services. You will work closely with experienced professionals to deliver top-notch service to our private client base. Your duties will include report writing, data analysis, and contributing to team discussions to drive...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Role 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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    We are seeking a highly skilled Paraplanner to join our client's team, where you will play a key role in supporting the Financial Planners and developing pension schemes. This is an excellent opportunity for anyone looking to develop their career in pensions and investments, and we encourage applications from experienced professionals.The successful...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    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...


  • Glasgow, Glasgow City, United Kingdom Search Full time

    Job Title: Senior Care Team LeaderLocation: Aberdeen, ScotlandDescription:Join Search, a leading recruitment agency, as a Senior Care Team Leader in Aberdeen. In this critical role, you will be responsible for managing daily operations, supervising staff, and ensuring high-quality patient care. Your duties will include:Supervising and guiding junior staff...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    About 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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    About 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...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job 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...