Paraplanning Support Lead

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,...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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 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...

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,...

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...

About the OpportunityWe are seeking a skilled and experienced professional to join our team as a Adults Support Lead. As a key member of our management team, you will be responsible for leading a team of Coordinators who deliver support to adults affected by crime in the Highland & Islands area.Key ResponsibilitiesLead a team of Coordinators to deliver...

Technical Services ManagerWe are seeking an experienced Technical Services Manager to join our team at IDEX Consulting in Glasgow and Edinburgh.This key role involves managing a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage, train, and develop...