Senior Paraplanning Role

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...

Paraplanning Support Lead: Job SummaryIDEX Consulting, a leading National Wealth Management Firm, is seeking an experienced Paraplanning Support Lead to join our team. As a key member of our Paraplanning department, you will play a critical role in delivering high-quality technical and report writing services to Advisers.Key Responsibilities:Manage...

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...

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,...

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...

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...

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...

Job Title: Paraplanning Professional About the RoleWe are looking for an experienced Paraplanner to join our team in Glasgow. As a key member of our team, you will be responsible for preparing written advice and providing technical research services to our advisors and partners. Key Responsibilities:Prepare written advice and provide technical research...

OverviewIDEX Consulting is a dynamic and forward-thinking organization that provides innovative financial planning and advisory services to individuals and businesses.About the Role:This is an exciting opportunity for a qualified individual to gain experience in full Financial Planning, working with established clients and developing their skills in...

Glasgow-based IDEX Consulting Ltd seeks a skilled Paraplanner to assist with preparing written advice and providing technical research services to Advisors and partners. This role involves ensuring high-quality advice delivery in an efficient manner.Key ResponsibilitiesPrepare written advice and technical research servicesEnsure efficient advice delivery to...

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,...

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...

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...

**Job Summary:** We are looking for a skilled paraplanner or senior team leader to provide essential support to our financial advisers through technical research and report writing. The successful candidate will have hands-on exposure to clients, be a vital part of the advice process, and contribute to the development of our team.

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...

RequirementsA professional accounting qualification (CA, ACCA, or equivalent)Significant experience in audit within a chartered accountancy firmStrong technical knowledge of auditing standards and financial reportingExcellent communication and interpersonal skillsProven ability to manage and lead audit teamsA proactive approach to problem-solving and...

Technical Operations Coordinator: Job OverviewIDEX Consulting, a reputable National Wealth Management Firm, is seeking an experienced Technical Operations Coordinator to join our team. As a key member of our technical operations department, you will play a vital role in maintaining Paraplanning Procedures and Intranet, ensuring smooth delivery of...

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...

Senior Financial Planner Job OpportunityRecruit UK | Certified B Corp is currently seeking a skilled Senior Financial Planner to join their team in Glasgow.This is a fantastic opportunity to work with a highly respected Wealth Management company that has embraced a modern approach to financial advice, enabling them to maintain their position as one of the...