Senior Paraplanning Specialist

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.

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 looking for a Paraplanning Support Specialist to join our team at Eden Scott. As a key member of the financial advice process, you will work closely with financial advisers to deliver holistic independent financial advice to clients.Your duties will include technical research, report writing, and attending meetings as required. You will also provide...

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...

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...

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,...

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...

Eden Scott is seeking an experienced IFA Operations Specialist to join our team. This is a fantastic opportunity to work in a dynamic and supportive environment, where you will be responsible for a range of administrative tasks, including data management, report preparation, and appointment scheduling.Responsibilities:Manage client data and ensure accurate...

We are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow. You will have the opportunity to work remotely (2-3 days a month in the office or more if you prefer).Key Responsibilities:Prepare written advice and provide technical research services to Advisors and partners.Ensure high-quality preparation of...

About the RoleThe Senior Paraplanner will be responsible for preparing Suitability Reports, liaising with product providers, and providing technical support to the team. Market research and due diligence reviews of investment funds and platforms are also key aspects of this role.This position requires excellent report writing skills, experience in pensions...

We are seeking a skilled Paraplanner to work with our team at IDEX Consulting Ltd in Glasgow. This role offers the opportunity to work from home, with occasional office attendance.The ideal candidate will have a strong background in paraplanning and wealth management, with excellent technical knowledge and research skills.Key Responsibilities:Prepare...

About the JobIn this role as a Paraplanning Coordinator, you will play a crucial part in the success of our clients' recruitment campaigns.As an administrative professional, you will assist in managing candidate relationships, coordinating interviews, and maintaining accurate records.The ideal candidate will have excellent communication skills, be highly...

Benefits and Career DevelopmentWe offer an attractive salary package (£45,000 - £55,000 per annum), hybrid working, further study support, and the chance to develop your expertise in a growing company.Candidates must have relevant qualifications and experience, with a strong background in paraplanning and research. Team management duties or assisting less...

Job DescriptionWe are seeking a skilled Wealth Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow. This exciting opportunity will allow you to work closely with a team of experienced Advisors and partners to deliver high-quality advice to clients.The successful candidate will have the ability to prepare written advice and provide...

IDEX 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...

Job DescriptionA financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.The estimated salary for this position is £40,000 - £60,000 per annum,...

About the Role: We are looking for a Senior Manager Finance to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The role involves providing strategic finance services and leadership to the project finance team. The successful candidate will have previous direct management experience and be fully qualified as a chartered accountant...

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.

Required Skills and Qualifications5+ years of experience in financial planningEn route to Chartered statusA proven track record of advising HNW clientsStrong business development skillsBenefitsThis role includes:Competitive salary from £75,000 - £85,000Attractive bonus structureExcellent benefits package – Enhanced Pension, PMI, ProtectionFull...

About the RoleWe are looking for a highly skilled Marine Health and Safety Specialist to join our team at Red - Specialist Marine Recruitment. The ideal candidate will have extensive experience in health and safety management, with a strong background in the marine industry.Key Responsibilities:Conduct risk assessments and develop mitigation strategies to...