Financial Planning Assistant
2 weeks ago
Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week.
Key Responsibilities:- Support financial planners with research and report preparation.
- Assist in preparing financial plans, reports, and investment recommendations.
- Conduct analysis on pension, investment, and protection products.
- Maintain accurate records and data management.
- Proficient in Microsoft Office, especially Excel and Word.
- Eager to learn and pursue professional qualifications in financial planning (such as CII or CISI).
- Previous experience in a financial or administrative role is beneficial but not essential.
- Full training and support towards professional qualifications.
- Competitive salary and benefits package.
- Career development opportunities within the financial planning industry. Please only apply if you are based in Scotland and can travel to Edinburgh;
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Financial Planning Assistant
3 days ago
Glasgow, Glasgow City, United Kingdom Heat Recruitment Ltd Full time £30,000Financial Planning AssistantThis is an exciting opportunity to join a leading financial planning and investment company as a Financial Planning Assistant. The company has an excellent reputation within the industry and provides a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK.As a...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeFinancial Planning Assistant **Job Summary** We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Brewin Dolphin. As a key member of our financial planning team, you will provide administrative support to our Financial Planning Managers and work closely with the administration team to ensure the smooth...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeFinancial Planning Assistant **Job Summary** We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Brewin Dolphin. As a key member of our financial planning team, you will provide administrative support to our Financial Planning Managers and work closely with the administration team to ensure the smooth...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation.Assist...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation.Assist...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Assistant OpportunityEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report preparation,...
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Financial Planning Assistant
5 days ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing dedicated support to our Financial Planning Managers and collaborating with the administration team on a daily basis.Key ResponsibilitiesFacilitate the smooth processing of new and existing businessAssist with monitoring the performance and work throughput of the...
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Financial Planning Assistant
1 week ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeEden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week.Key Responsibilities:Support financial planners with research and report...
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Financial Planning Assistant
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Planning Trainee OpportunityEden Scott's client is seeking a motivated and ambitious Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Key Responsibilities:Support financial planners with research and report...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a motivated and experienced Paraplanner looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?About the RoleIDEX Consulting is seeking a highly skilled and dedicated individual...
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Financial Planning Assistant
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a motivated and experienced Paraplanner looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?About the RoleIDEX Consulting is seeking a highly skilled and dedicated individual...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a motivated and experienced Paraplanner looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?IDEX Consulting is seeking a talented individual to join our team as a Financial...
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Financial Planning Assistant
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a motivated and experienced Paraplanner looking to take your career to the next level? Do you have a passion for delivering exceptional client service and a strong understanding of financial planning principles?IDEX Consulting is seeking a talented individual to join our team as a Financial...
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Financial Planning Assistant
1 week ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob SummaryWe are seeking a highly skilled and organized individual to join our team as a Financial Planning Assistant. In this role, you will provide administrative support to our Financial Planning Managers and collaborate with the administration team to ensure the smooth processing of new and existing business.Key ResponsibilitiesProvide administrative...
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Financial Planning Assistant
7 days ago
Glasgow, Glasgow City, United Kingdom Brewin Dolphin Full timeJob Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing essential support to our Financial Planning Managers and collaborating with the administration team on a daily basis. This position requires a high level of accuracy, numeracy, and attention to detail, as well as excellent communication skills and the ability to...