Paraplanner (Career Progression to Assistant)

Job Title: Senior ParaplannerDescription:Pursue a career in wealth management as a senior paraplanner, working closely with experienced financial advisers to deliver high-quality results.Collaborate with the team to prepare suitability reports, providing in-depth analysis of pension and investment information.Support the on-going due diligence reviews of...

Job OverviewA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner to join their team due to continued growth. The firm has a strong reputation and supports career development.Salary & BenefitsWe are offering a competitive salary of £45,000 - £60,000 per annum, depending on experience. This includes hybrid working...

Job Title: Paraplanner for Wealth Management RoleAbout the Company: IDEX Consulting Ltd is a leading consulting firm that specializes in wealth management services.Salary: £35,000 - £45,000 per annumJob Description: We are seeking an experienced Paraplanner to join our team in Glasgow. As a Paraplanner, you will be responsible for preparing written advice...

Our client, a leading wealth management firm in Glasgow, is seeking an experienced Paraplanner to join their team. The successful candidate will be responsible for preparing Suitability Reports, liaising with product providers to collate pension and investment information, and assisting with due diligence reviews of investment funds and platforms.To be...

Role OverviewWe are Succession Wealth, a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. With over 600 employees and 170 Wealth Planners, we provide services to individuals and corporate clients across the UK.Job PurposeThis is an exciting opportunity for an organised and competent Administrator to...

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...

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...

Join Our Team as a Trainee ParaplannerAt JohnstonGreer Ltd, we are looking for a motivated individual to fill the role of Trainee Paraplanner. As part of our team, you will be responsible for assisting in the preparation of reports for our Private Clients. Your duties will include:Report writingWe require a skilled professional with experience in the...

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.

Key Areas of Focus:Partnering with businesses to offer career opportunities.Providing guidance on career changes and job satisfaction.Supporting employers with maternity and paternity leave policies.Assisting job seekers with CV updates and professional development.Staying up-to-date with industry trends in tech recruitment.Eden Scott is seeking a skilled...

Job DescriptionWe are seeking a compassionate and hard-working individual to join our Keane Premier Support Services team as a Support WorkerDue to restrictions on the number of certificates we can issue at present, candidates without an existing visa or right to work in the UK are unlikely to be suitable for the advertised post.We continually seek to grow,...

We are a leading chartered financial advice firm in Glasgow, renowned for our excellence and commitment to delivering high-quality services.The role of Advanced Financial Support Specialist involves:Preparing comprehensive Suitability ReportsLiaising with product providers to obtain pension and investment informationProviding expert technical support to the...

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...

We are excited to offer a Trainee Paraplanner position at JohnstonGreer Ltd, where you will work closely with our team to provide top-notch service to our Private Clients. Your primary responsibility will be to assist in preparing reports that meet our high standards. You will also have opportunities for growth and development through coaching, exam study,...

Trainee Dealer RoleAbout the RoleGrosvenor Casinos offers a wide range of exciting opportunities for individuals looking to start a career in the gaming industry. As a Trainee Dealer, you will have the chance to learn from experienced colleagues and develop the skills necessary to succeed in this dynamic and fast-paced environment.You will participate in our...

Wealth Management Graduate ProgrammeAre you looking to embark on a rewarding career in financial services?This 4-year programme is designed to provide you with the ideal blend of practical experience and theoretical knowledge to become a Chartered Financial Planner.Within our Client Service Executive role, you will be responsible for ensuring efficient...

About the RoleWe are seeking a highly motivated and results-driven Recruitment Consultant to join our team at Brook Street in Glasgow. As a Recruitment Consultant, you will be responsible for building relationships with clients and candidates, identifying their recruitment needs, and providing tailored solutions to meet their requirements.This is a fantastic...

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 Title: Animal Veterinary Surgeon">Location: Glasgow and surrounding areas">Job Type: Full-time">Salary: Up to £65,000 per annum">Benefits:">5 weeks holiday + bank holidays + Birthday LeaveRCVS & VDS fees paidExternal CPD fundedExtensive free online Linnaeus CPD programCareer progression opportunitiesStaff discount schemesLife AssuranceEnhanced sickness...

At Career Legal, we are seeking a Senior Revenue Controller to join our team. This role is a key part of our financial operations, ensuring the timely and accurate processing of bills and revenue management.Key ResponsibilitiesManage the revenue aspects of a specified group of partners and fee earners within the firm, including regular review of Work In...