Paraplanning Professional

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: 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...

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...

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...

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...

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...

An exciting opportunity has arisen for a highly skilled Financial Services Coordinator to join our dynamic team at IDEX Consulting Ltd.">About the Role:Supporting Financial Planners in performing research and preparing client reportsUsing analytical software to obtain illustrations and check tradesEnsuring recommendations are implemented accurately and...

About the OpportunityIDEX Consulting is a leading provider of financial planning and advisory services, and we are currently seeking a highly skilled Advisory Services Professional to join our team.Key Responsibilities:Combining advice and paraplanning/suitability report writing for an established portfolio of clients.Executing regional business plans...

Financial Planner Vacancy in GlasgowRecruit UK | Certified B Corp is seeking an experienced Financial Planner to join their team in Glasgow.This is an exciting opportunity to work with a reputable Wealth Management company that has adopted a modern approach to financial advice, allowing them to remain a prominent player in the UK advice market.You will...

Job DescriptionThe successful candidate will be responsible for:Preparing Suitability ReportsLiaising with product providers to collate pension and investment informationProviding technical support to the teamCarrying out market research on behalf of the adviserAssisting in due diligence reviews of investment funds and platformsThe ideal candidate will have...

IDEX Consulting Ltd is looking for a skilled Paraplanner to work with our team in Glasgow. This role offers the opportunity to work remotely, with occasional office attendance.The ideal candidate will have a strong background in paraplanning and wealth management, with excellent technical knowledge and research skills.Job Description:As a Paraplanner, you...

IDEX Consulting Ltd is seeking a Wealth Management Professional to join our team in Glasgow.This role offers the opportunity to work from home (with occasional office visits).Main Responsibilities:Conduct thorough research to prepare written advice for clients.Collaborate with Advisors and partners to deliver high-quality client services.Participate in...

Job Overview:We are looking for a seasoned Financial Planner to join our prestigious Wealth Management company in Glasgow.You will inherit an established portfolio of clients and work closely with the team to drive business growth and deliver exceptional client experiences.To succeed in this role, you should have a solid background in financial planning, be...

About the RoleWe are seeking a highly organized and detail-oriented Assistant Paraplanner to join our team at IDEX Consulting. As a key member of our Paraplanning team, you will play a critical role in supporting Advisers and clients in the advice giving process. Your primary responsibilities will include data collection, product research, and the production...

About Eden ScottEden Scott is a leading chartered financial advice firm based in Glasgow. We are dedicated to providing exceptional service to our clients and have built a reputation for excellence within the industry.

**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.

Eden Scott is pleased to partner with a renowned wealth management firm based in Glasgow to find an exceptional Paraplanner. This permanent position offers a chance to join a supportive team environment.Main Job Responsibilities:Develop and maintain detailed reports for suitability assessmentsCommunicate effectively with product providers to gather necessary...

About the RoleAs a Paraplanner at IDEX Consulting Ltd in Glasgow, you will play a critical role in supporting our team of Advisors and partners. Your responsibilities will include preparing written advice, conducting technical research, and assisting with new business initiatives.Key Requirements• Bachelor's degree in a related field (e.g., finance,...

Join our team as a Paraplanning Expert and contribute to delivering exceptional results for our clients. With a competitive salary of £38,000-£45,000 per annum, depending on experience, you will have the opportunity to develop your skills and expertise in financial planning.About the Role:In this challenging and rewarding role, you will be responsible for...

Unlock Your Earning PotentialBecome a successful Financial Advisor with Quilter Financial Advisers and enjoy a rewarding career helping clients achieve their financial goals.Estimated Salary: £55,000 - £75,000 per annumWhat We OfferA seamless transition to self-employment with our support and guidance.Independence to manage your own diary and build your...