Paraplanning Support Specialist

Paraplanning Support Lead: Job SummaryIDEX Consulting, a leading National Wealth Management Firm, is seeking an experienced Paraplanning Support Lead to join our team. As a key member of our Paraplanning department, you will play a critical role in delivering high-quality technical and report writing services to Advisers.Key Responsibilities:Manage...

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...

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,...

At IDEX Consulting Ltd, we are looking for a Paraplanning Expert to join our team in Glasgow.This role offers flexible working arrangements, with the option to work from home most days.Key Tasks:Develop and maintain in-depth knowledge of financial services products.Support Advisors and partners in preparing high-quality client advice.Collaborate with...

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...

We are seeking an experienced Paraplanner to join our team in Glasgow, working predominantly 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.Key Responsibilities:Prepare high-quality written advice and provide technical...

Job ResponsibilitiesThis Paraplanning Coordinator position involves providing administrative support to our recruitment team, ensuring seamless operations and exceptional client service.Key responsibilities include managing candidate databases, scheduling interviews, and maintaining updated information on job openings and candidate profiles.With your strong...

About the Role:As a paraplanning and client support expert, you will play a vital role in providing technical support to our financial advisers and contributing to the advice process.About Eden Scott:Our company has a warm and dynamic office culture and is committed to supporting the career development pathways of our employees. We offer a flexible working...

Key ResponsibilitiesAs a Paraplanning and Advice Coordinator, you will provide technical support to financial advisers, including research and report writing. You will attend meetings as required and contribute to the advice process.You will have hands-on exposure to clients, working closely with the team to provide holistic independent financial advice....

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...

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...

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...

A skilled Paraplanning Consultant is required to join our Glasgow office at IDEX Consulting Ltd. This is an exciting opportunity to work closely with our team of Advisors and partners, providing high-quality support and expertise.The successful candidate will be responsible for preparing written advice and technical research services, ensuring that client...

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...

Law Support is recruiting for a skilled Patent Support Specialist to join our formalities team. As a key member of the team, you will provide administrative support to fee earners, ensuring compliance with UKIPO, EPO, and foreign office procedures.We require a candidate with at least 1 year of patent administration experience and strong CIPA qualifications....

Role DescriptionWe are looking for a skilled Paraplanner to work with us at IDEX Consulting Ltd in Glasgow. As a key member of our team, you will be responsible for drafting client advice and attending client meetings.Responsibilities• Prepare client advice and present it to the Wealth Adviser• Develop and maintain strong relationships with clients•...

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...

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...