Senior Paraplanning Professional

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...

Company Overview:IDEX Consulting is a leading National Wealth Management Firm with a strong presence in Glasgow and Edinburgh.About the Role:We are seeking an experienced Paraplanning Leader to join our team. As a Paraplanning Manager, you will be responsible for managing and developing a high-performing Paraplanning team.Key Responsibilities:To recruit,...

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...

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...

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...

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...

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...

About UsClose Brothers Asset Management is committed to providing exceptional wealth management services to professionals, business owners, individuals, charities, families, and employers. Our mission is to be the best place in the UK for wealth professionals and their clients.Job DescriptionThis role offers an exciting opportunity to join our team as a...

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,...

The Senior Tax Advisory Professional at Hays Senior Finance will play a pivotal role in delivering tax advisory services and assisting partners with advisory projects. Your primary responsibility will be to lead or significantly contribute to tax advisory projects, drawing on your expertise in complex tax legislation.To excel in this role, you must have...

An exciting opportunity has arisen for a highly skilled Financial Services Coordinator to join our dynamic team at IDEX Consulting Ltd.">About the Role:Supporting Financial Planners in performing research and preparing client reportsUsing analytical software to obtain illustrations and check tradesEnsuring recommendations are implemented accurately and...

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 Eden ScottEden Scott is a leading chartered financial advice firm based in Glasgow. We are dedicated to providing exceptional service to our clients and have built a reputation for excellence within the industry.

Financial Planner Vacancy in GlasgowRecruit UK | Certified B Corp is seeking an experienced Financial Planner to join their team in Glasgow.This is an exciting opportunity to work with a reputable Wealth Management company that has adopted a modern approach to financial advice, allowing them to remain a prominent player in the UK advice market.You will...

About the RoleWe are seeking a seasoned Finance Manager to join our Glasgow-based team at Blusource Professional Services Ltd. This is an excellent opportunity for an experienced professional to make a significant impact on our organisation's financial performance.The successful candidate will be responsible for managing our financial operations, including...

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...

Job DescriptionThe successful candidate will be responsible for:Preparing Suitability ReportsLiaising with product providers to collate pension and investment informationProviding technical support to the teamCarrying out market research on behalf of the adviserAssisting in due diligence reviews of investment funds and platformsThe ideal candidate will have...

OverviewA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner to join their team. This rare opportunity offers a chance to work with a reputable company that values career development and employee growth.

IDEX Consulting Ltd is looking for a skilled Paraplanner to work with our team in Glasgow. This role offers the opportunity to work remotely, with occasional office attendance.The ideal candidate will have a strong background in paraplanning and wealth management, with excellent technical knowledge and research skills.Job Description:As a Paraplanner, you...

Senior Financial Planner Job OpportunityRecruit UK | Certified B Corp is currently seeking a skilled Senior Financial Planner to join their team in Glasgow.This is a fantastic opportunity to work with a highly respected Wealth Management company that has embraced a modern approach to financial advice, enabling them to maintain their position as one of the...