Paraplanning Leadership Professional

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 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...

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...

Job OverviewWe are seeking an experienced Senior Paraplanning Team Lead to join our team at IDEX Consulting. The ideal candidate will have a strong background in paraplanning and excellent leadership skills.

At IDEX Consulting, we are seeking an exceptional Paraplanning Professional to join our National Financial Planning business team. This exciting opportunity will enable you to support experienced Advisers and ultimately clients in the advice-giving process.This role is ideal for individuals who thrive in a fast-paced environment, prioritizing tasks, and...

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...

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...

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...

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 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...

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...

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 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...

Job Title:Leadership Development ProfessionalWe are seeking a talented Leadership Development Professional to join our team at Ably Resources Ltd. As a key member of our learning and development team, you will be responsible for designing and delivering leadership development programs that enhance the skills and knowledge of our leaders.About the Role:The...

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...

IDEX Consulting Ltd is seeking a Wealth Management Professional to join our team in Glasgow.This role offers the opportunity to work from home (with occasional office visits).Main Responsibilities:Conduct thorough research to prepare written advice for clients.Collaborate with Advisors and partners to deliver high-quality client services.Participate in...

About the Job\We are looking for an IT Security Leadership Professional to lead the development and implementation of our IT Security Strategy, ensuring that our systems and data remain secure and protected against cyber threats. As a key member of our Corporate business, you will work closely with various teams, including Risk and Compliance, Cyber's CSIRT,...