Senior Paraplanner

About the RoleWe are seeking a highly skilled Senior Financial Planning Professional to join our team at IDEX Consulting. As a key member of our advisory team, you will be responsible for delivering exceptional financial planning services to our clients.Job DescriptionThe ideal candidate will have a minimum Level 4 qualification and previous experience as a...

A fantastic opportunity has arisen for a highly motivated individual with strong administrative experience and a keen interest in report writing and production to join Heat Recruitment, a leading wealth management organisation based in Glasgow.In an office setting that boasts excellent transport links via rail and motorway, this role offers a chance to...

Job SummaryIdex Consulting is seeking a detail-oriented and organized Paraplanning Assistant to support our National Financial Planning business. This role is ideal for individuals who enjoy working with data, researching products, and preparing application forms.Key ResponsibilitiesAs a Paraplanning Assistant, you will be responsible for:Obtaining...

Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

Job Title: Senior Technical ParaplannerAt Eden Scott, we are seeking a highly skilled and experienced Senior Technical Paraplanner to join our team. As a key member of our close-knit team, you will be responsible for providing investment analysis and risk profiling for our high net worth clients, reviewing and creating reports on their behalf.Main...

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Job Description Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with...

Paraplanner (mostly remote - travel required to offices in Scotland once/twice a month) An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...

Role OverviewWe are seeking an experienced Paraplanner to join our team at Eden Scott, a highly respected wealth management firm based in Glasgow. This rare opportunity will provide a challenging and rewarding role for a skilled professional to support our Senior Planner during a period of growth.The successful candidate will be responsible for:Preparation...

Senior Paraplanner and Investment Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner and Investment Manager to join our team. This is a rare opportunity for a skilled professional to utilise their expertise and add value during an evolving time in our history.The role will be exceptionally in-depth, with client-facing elements as and...

Job Opportunity: We are seeking an experienced Paraplanner to support our successful Financial Planners in a close-knit, supportive team. The ideal candidate will have a minimum of 2-3 years' experience, a Level 4 diploma, and be working towards Chartered status.Key Responsibilities:Perform research and obtain illustrations using analytical softwarePrepare...

Job Profile: **Mortgage Administrator - Full Time - Glasgow** **PRIMIS Mortgage Network** are seeking a stand out, highly experienced **Senior** **Mortgage Administrator / Paraplanner **to join an incredibly highly successful, long established partner firm of PRIMIS Mortgage Network’s Mortgage Advisory operation whom are based in numerous locations across...

We are seeking an experienced Paraplanner to support our Senior Planner during a period of growth at a respected wealth management firm. The successful candidate will have excellent report writing skills, a background in both Pensions and Investments, and experience of using research tools such as FE Analytics.Key Responsibilities include:Preparation of...

Job Summary:We are seeking a highly experienced IFA administrator or paraplanner to join our rapidly expanding Glasgow team.About the Role:As a key member of our team, you will provide support to our advisers, assisting with writing suitability reports, researching on behalf of advisers, and reviewing client portfolios.Key Responsibilities:Experience of...