Paraplanning Professional

Role OverviewA rare and exciting opportunity for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow has become available.Key ResponsibilitiesPreparation of Suitability ReportsLiaising with product providers to collate pension and investment information for replacement contractsProviding technical support to the team with...

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...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

About the RoleThis position is a fantastic opportunity to combine your expertise in Paraplanning with delivery of advice and suitability report writing for an established portfolio of clients.You will be responsible for building and maintaining great relationships to deliver high-quality financial planning and paraplanning for a large portfolio of clients,...

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...

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 rewarding opportunity has arisen for a Paraplanning Professional within IDEX Consulting Ltd. This role is ideal for a motivated individual with experience in the financial services industry, working towards a diploma in financial services.Key Responsibilities:Report Writing: Create comprehensive reports for various financial services products, including...

Paraplanning OpportunityA highly skilled Paraplanner is required to support the growth of our client, a leading Investment Manager in Glasgow. The successful candidate will work closely with experienced advisers to deliver exceptional client service and contribute to the development of the business.Key Responsibilities:Support advisers in the full financial...

We are seeking an experienced Senior Paraplanner to join our team at Eden Scott. This is a fantastic opportunity for a highly skilled individual to contribute to our evolving history.The successful candidate will be responsible for preparing suitability reports, providing technical support, and carrying out market research. They will also assist with due...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and...

My client, a renowned IFA practice in Glasgow, seeks an experienced Sales Support Administrator to join their growing team. This is an exceptional opportunity for those looking to progress their careers.Duties:Perform daily administration tasks such as processing applications and chasing outstanding information.Deal with external companies and assist the...

My client is a professional wealth management firm with sits within a well known and prestigeous law firm. They are looking for a new IFA who will inherit clients and will work closerly with the solicitors to generate new business. The role involves: - Prospect and contact potential clients in accordance with the firm's business plan and supervisor's...

Eden Scott is seeking a highly skilled Senior Paraplanner/Manager to join its Wealth Management team.Key Responsibilities:Prepare comprehensive Suitability Reports to support investment recommendationsLiaise with product providers to collate pension and investment information, ensuring accuracy and complianceProvide technical expertise and support to the...

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...

Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level.They are currently seeking an experienced...

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...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Job Description Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently...

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...

**About us** At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day. Azets Wealth Management is a sister company of Azets and is an industry leading firm committed to providing top-tier financial services to our clients. We...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Job SummaryJob DescriptionWhat is the opportunity?We have an exciting requirement for a Financial Planner to join our team in Glasgow. The team provides Financial Planning advice to a combination of their own private clients, integrated wealth management clients and clients with the investment management team. In addition, they are heavily involved in the...