Financial Planning Assistant

Financial 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...

Job 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...

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...

IDEX Consulting Ltd is seeking a skilled Financial Planning Assistant to support their Paraplanning team. This role involves working closely with Advisers to provide data collection, product research, and application form preparation. Key responsibilities include: • Obtaining information on existing policies, including issuing letters of authority and...

Job OverviewBrewin Dolphin is seeking a skilled Paraplanner to provide support for our Financial Planning Managers and collaborate with the administration team. As a key member of our team, you will play a crucial role in ensuring the smooth processing of new and existing business.

About the RoleAs a Financial Planning Specialist, you will provide technical research and report writing support to financial advisers, attending meetings as needed.You will assist with holistic independent financial advice, cash flow modelling, pensions, investments, and estate/tax planning services.This role offers hands-on exposure to clients, a vital...

Eden Scott is partnering with an esteemed and Chartered financial planning firm to find a skilled Financial Planning Support professional. This exciting opportunity allows you to further your career in financial planning and progress through industry exams.The company offers a competitive salary and comprehensive benefits package.Key...

JohnstonGreer Ltd is a regional firm offering financial advice to Private Clients across Investments, Protection, Tax, and Retirement Planning. We are seeking an experienced Trainee Paraplanner to work with our team and assist in report writing. The successful candidate will have the opportunity to develop their skills through coaching, exam study, and...

About AshurstAshurst is a leading global law firm that provides expert advice and support to clients across various industries. With a strong focus on regulatory compliance, we strive to maintain the highest standards of integrity and professionalism in all our dealings.Job DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our...

We are seeking a talented Financial Planner to join our team in Glasgow. As a Financial Planner, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique needs.Key Responsibilities:Develop and implement effective...

Financial Adviser - GlasgowOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.Key responsibilities include:Providing technical and investment advice on...

Job Title: Financial Planning ProfessionalAbout the Role:We are seeking an experienced Financial Planning Professional to join our team at IDEX Consulting Ltd. As a Paraplanner, you will be responsible for supporting our Financial Planners in providing high-quality financial planning services to our clients.Key Responsibilities:Perform research and obtain...

Lusona Consultancy (Financial) Limited is seeking a skilled Financial Accountant to join their team in Glasgow City Centre. As a key member of the finance team, you will collaborate with non-financial stakeholders to enhance processes and systems. Your responsibilities will include business partnering, contributing to month-end management accounts, raising...

Financial Planning ProfessionalWe are looking for a skilled Financial Planning Professional to join our team at IDEX Consulting.Key Responsibilities:Deliver exceptional financial planning, advice, and service to clients.Generate new client enquiries and convert leads.Undertake sales and marketing activity in line with local and national plans.Work to achieve...

Financial 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...

Are you a qualified accountant seeking a new challenge?We have an exciting opportunity for a senior accounts professional to join our client in the office.As a key member of the team, you will play a critical role in delivering financial planning and analysis services to support business growth.Our highly regarded client offers:A competitive salaryStudy...

Financial Planning SpecialistLusona Consultancy has an excellent opportunity for a Financial Planning Specialist to join our global service sector client in Glasgow City Centre. As a key member of the wider finance team, you will report to the senior manager and be responsible for overseeing the accounting processes regarding remuneration across the...

We 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...

At IDEX Consulting, we are seeking a skilled Paraplanning Expert to join our team in Glasgow. The ideal candidate will have a strong background in financial services and a proven track record of delivering high-quality advice to clients.The RolePrepare written advice and provide technical research services to a team of Advisors and partners.Ensure the...

Role OverviewIDEX Consulting is seeking a skilled Financial Planning Professional to join our team. As a key member of our advisory team, you will play a vital role in delivering high-quality financial planning services to our clients.Key ResponsibilitiesUndertake broad financial planning to ensure each client's goals are fully understood and the most...