Financial Planning Specialist
15 hours ago
We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow.
This is a fantastic opportunity for a skilled Paraplanner to work remotely, with the option to spend 2-3 days per month in the office. The role involves preparing high-quality written advice and providing technical research services to our team of Advisors and partners.
The Role:
- To prepare detailed financial plans and provide expert technical research services to support our Advisors and clients.
- To ensure that all client advice is of the highest quality and delivered efficiently.
- To participate actively in team meetings, identifying key issues and driving actions to resolution.
- To assist with new business initiatives and contribute to the ongoing progression of our team and company.
- To maintain strong technical knowledge of financial services products and offer expert research services.
- To have relevant experience in a Wealth Management environment, with a strong track record of delivering high-quality advice.
- To possess excellent communication skills, both verbally and in writing.
- To be able to draft client advice effectively and attend client meetings confidently.
Requirements:
- Ideal Diploma level (or equivalent) qualification.
- A minimum of 2 years' experience as a Paraplanner in a fee-based environment.
- Strong experience in discretionary management, cash flow modeling, and financial planning analysis.
- Ability to formulate high-quality advice with our Wealth Advisers.
- Excellent report-writing and research skills, particularly in pre-sale scenarios.
Estimated salary: £40,000 - £60,000 per annum, depending on experience.
-
Financial Planning Specialist
1 week ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeEden Scott is a reputable independent stable wealth management practice looking for an experienced professional to join their team.Job Description:We are seeking a skilled Financial Planning Specialist to develop and maintain strong relationships with clients, providing expert advice on financial planning and wealth management.The ideal candidate will have...
-
Financial Planning Specialist
15 hours ago
Glasgow, Glasgow City, United Kingdom CV-Library Full timeJob OverviewWe are seeking an experienced Financial Planning Specialist to join our Data Centre projects division in Dublin and Glasgow.
-
Financial Planning Specialist
15 hours ago
Glasgow, Glasgow City, United Kingdom Pertemps Network Group Full timePertemps Network Group is delighted to be working on behalf of a well-known organisation in the finance sector. We are seeking an experienced Financial Planning Specialist to join their growing finance team.The successful candidate will work closely with the Finance Business Partner to provide support across all aspects of financial information, including...
-
Financial Planning Support Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeOur client, a leading financial planning company, is seeking an experienced Financial Planning Support Specialist to join their team. Based in a hybrid office setup, this role offers flexibility and the opportunity to work with a dynamic team focused on career development.The successful candidate will provide essential support to financial advisers through...
-
Financial Planning and Analysis Specialist
15 hours ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAt Eden Scott, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our Finance Department, you will play a crucial role in driving business growth and profitability by providing financial insights and analysis.About the Role:This is an exciting opportunity for a talented Business Intelligence...
-
Strategic Financial Planning Expert
3 weeks ago
Glasgow, Glasgow City, United Kingdom Lusona LLP Full timeFP&A SpecialistLusona LLP are partnering with a service sector client to recruit an FP&A Specialist. As part of the wider finance team, you will focus on financial planning and budgeting processes.Analyzing financial performance to provide valuable insights.Supporting the financial planning process with expertise and knowledge.Required qualifications:Finance...
-
Financial Platform Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...
-
Director of Financial Operations
2 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeWe are seeking a Director of Financial Operations to join our client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is an exciting opportunity for a senior finance professional to lead the development and implementation of financial strategies that drive business growth and profitability.The ideal candidate will have significant...
-
Senior Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Hays Accountancy and Finance Full timeCompany OverviewThis is an exciting opportunity to join a prestigious finance team working for one of Glasgow's top employers. As a key member of the department, you will play a vital role in providing financial analysis and business partnering support.About the RoleIn this permanent position, you will be responsible for supporting the provision of financial...
-
Chief Financial Officer
2 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeWe are seeking a Chief Financial Officer to join our client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is an exciting opportunity for a senior finance professional to drive the growth of the company by providing strategic financial leadership and ensuring the delivery of high-quality services.The ideal candidate will have...
-
Financial Operations Director
3 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob Description: We are seeking an experienced Financial Operations Director to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The successful candidate will play a key role in ensuring the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. The role involves providing...
-
Strategic Financial Planning Manager
3 weeks ago
Glasgow, Glasgow City, United Kingdom Hays Accountancy and Finance Full timeExperience a career-boosting opportunity with Hays Specialist Recruitment Limited as we seek an exceptional Financial Analyst to join our team in Glasgow.About the Role:We are offering a competitive salary of £50,000 per annum, plus 42 days annual leave and a fantastic pension scheme.You will be responsible for supporting the provision of financial...
-
Financial Planning and Analysis Specialist
1 month ago
Glasgow, Glasgow City, United Kingdom Lusona LLP Full timeLusona LLP is seeking a highly skilled FP&A Analyst to join their finance team.The successful candidate will be responsible for financial planning and budgeting processes, working closely with the wider finance team.Key responsibilities will include:Developing and maintaining financial models and forecastsProviding financial analysis and insights to inform...
-
Chief Financial Strategist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob Title: Chief Financial StrategistA newly created position has arisen at Reed Specialist Recruitment Ltd due to the growth of the company, reporting directly to the Finance Director. As a senior manager, you will ensure the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. You will provide...
-
Chief Financial Strategist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeAs a leader in financial services, Reed Specialist Recruitment Ltd is seeking an experienced Chief Financial Strategist to join their team. This newly created position offers the opportunity to drive growth and success through strategic financial leadership.Main Responsibilities:Team Leadership: Directly manage a team of three finance professionals,...
-
Senior Financial Planning Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Chase de Vere Full timeChase de Vere Financial Advisers. We are known for being knowledgeable, trustworthy, and proactive. Our team listens, advises, and works diligently to help clients plan a financial future that suits their needs.We are looking for Financial Advisers to cover the Scotland area. Successful candidates will have a proven track record in providing financial advice...
-
Financial Planning Expert
1 month ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser Role in GlasgowArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering exceptional holistic financial planning advice to a portfolio of retail clients.The successful candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Associate
14 hours ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeAre you a driven professional looking to advance your career in financial planning? We have an exciting opportunity for a Financial Planning Associate to join our team at Eden Scott.This role will provide essential support to our financial advisers through technical research and report writing, as well as attending meetings as required. Our advisers offer...
-
Financial Planning Expert
4 weeks ago
Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and...
-
Financial Operations Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team in Glasgow City Centre. This is an excellent opportunity for a motivated individual to take on a key role in driving financial performance and supporting business growth.About the RoleThe successful candidate will work closely with the Head of Finance to provide...