Pension and Investment Paraplanner

Pensions and Investments Expert Job DescriptionA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner/senior paraplanner to join their team.This is a rare opportunity to work with a reputable company that supports career development and encourages employees to excel in their roles.The key duties include:Preparing...

We are seeking a highly skilled Paraplanner to join our client's team, where you will play a key role in supporting the Financial Planners and developing pension schemes. This is an excellent opportunity for anyone looking to develop their career in pensions and investments, and we encourage applications from experienced professionals.The successful...

About the Position">We are looking for a seasoned Paraplanner to join our client's team at Eden Scott. This individual will play a critical role in supporting Financial Planners, participating in client meetings, and providing expert advice on pensions and investments.">Key Responsibilities">The successful candidate will be responsible for:">">Developing and...

Required Skills and QualificationsTo be considered for this role, you must have experience as a paraplanner, either having completed your exams or made significant progress towards them. Your background should include both pensions and investments, with excellent report writing skills. Experience with research tools such as FE Analytics and Intelligent...

Chartered Financial Advice ParaplannerA rare opportunity has emerged for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow, Scotland.This is a unique chance to work with a respected company that fosters professional growth and encourages employees to excel in their roles.The role entails:Preparing comprehensive...

Job Title: Experienced Paraplanner - Glasgow OpportunityA unique chance has arisen for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow, Scotland.This is a rare opportunity to work with a reputable company that supports career development and encourages employees to excel in their roles.The role involves:Developing...

Career Development OpportunityWe are seeking an experienced Paraplanner to join our team and progress towards becoming a Financial Planner. This role offers a supportive environment and comprehensive training program to ensure success.About the RoleThe successful candidate will work closely with our team of Financial Planners and colleagues to deliver...

We are seeking a skilled Paraplanner Support Specialist to join our team at Eden Scott, supporting our financial advisers in providing expert financial planning advice to clients.In this role, you will be responsible for technical research, report writing, and attending meetings as required. You will have the opportunity to work with our team to deliver...

We are seeking a skilled and dedicated Wealth Management Paraplanner to join our team at Eden Scott's Glasgow office. In this role, you will have the opportunity to work closely with our Financial Advisers and MD to prepare Suitability Reports and liaise with product providers.Your responsibilities will include assisting in ongoing due diligence reviews of...

At Eden Scott, we are seeking a Senior Investment Support Specialist to join our Glasgow office. This role offers an estimated salary of £35,000 - £45,000 per annum.This is a fantastic opportunity for an experienced Paraplanner to provide support to our Financial Advisers and MD in preparing Suitability Reports and liaising with product providers to...

Company Overview">Eden Scott's client is a reputable and professional firm with a long-standing presence in Scotland, operating across multiple offices. This respected company has built a loyal client base over the years.">Salary and Benefits">The role comes with an attractive salary package that can be tailored to meet the needs of the successful candidate....

Wealth Management Administrator OpportunityGlasgow based, multi-award winning Wealth Management Firm seeks experienced Wealth Management / Financial Planning Administrator to support Paraplanners in delivering exceptional client service.Main ResponsibilitiesProviding administrative support to ParaplannersServing as a point of contact for internal...

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 Title: Financial Planning SpecialistA unique opportunity has arisen for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in the UK.This is a rare chance to work with a reputable company that supports career development and encourages employees to excel in their roles.The role involves:Preparing Suitability...

My client, a respected wealth management firm in Glasgow, seeks an experienced Paraplanner to support the Financial Adviser/MD. Key responsibilities include preparing Suitability Reports and liaising with product providers for pension and investment information. Additionally, the successful candidate will assist in due diligence reviews of investment funds...

About the RoleThe successful candidate will provide administrative support to our Paraplanners/Planners, collating information to support financial planning processes. They will also be responsible for analyzing and comparing products and providers using various software systems.Main duties include:Supporting Paraplanners/Planners: Collating information to...

Eden Scott is pleased to partner with a renowned wealth management firm based in Glasgow to find an exceptional Paraplanner. This permanent position offers a chance to join a supportive team environment.Main Job Responsibilities:Develop and maintain detailed reports for suitability assessmentsCommunicate effectively with product providers to gather necessary...

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 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...

Job OverviewThis is an exciting opportunity to join a leading wealth management firm in Glasgow as a Financial Paraplanner. You will work closely with the Financial Adviser and MD to prepare Suitability Reports, manage client relationships, and support the due diligence process.We are looking for an experienced Paraplanner who has a strong understanding of...