Financial Planning Assistant

Financial Planning AssistantThis is an exciting opportunity to join a leading financial planning and investment company as a Financial Planning Assistant. The company has an excellent reputation within the industry and provides a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK.As a...

Job Title: Financial Planning AssistantJob Summary: We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.Key Responsibilities:Obtain information for...

Financial Planning Assistant OpportunityEden 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...

Job Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing dedicated support to our Financial Planning Managers and collaborating with the administration team on a daily basis.Key ResponsibilitiesFacilitate the smooth processing of new and existing businessAssist with monitoring the performance and work throughput of the...

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...

Job SummaryWe are seeking a highly skilled and organized individual to join our team as a Financial Planning Assistant. In this role, you will provide administrative support to our Financial Planning Managers and collaborate with the administration team to ensure the smooth processing of new and existing business.Key ResponsibilitiesProvide administrative...

Job Role OverviewThe role of Financial Planning Assistant at Brewin Dolphin involves providing essential support to our Financial Planning Managers and collaborating with the administration team on a daily basis. This position requires a high level of accuracy, numeracy, and attention to detail, as well as excellent communication skills and the ability to...

IDEX Consulting Ltd is seeking a skilled Financial Planning Assistant to support their Paraplanning team. This role involves working closely with Advisers to provide data collection, product research, and application form preparation. Key responsibilities include: • Obtaining information on existing policies, including issuing letters of authority and...

**Paraplanner Administrator** **Glasgow** **Up to £20,000 plus benefits** We are seeking an individual to join an excellent Financial Planning firm and work with their small and friendly team in Glasgow. This role is a perfect opportunity to join a small firm and make a big impact. This role will teach you everything you need to know from the ground up...

Paraplanner OpportunityEden Scott is seeking a skilled Paraplanner to support their financial advisers in providing holistic independent financial advice to clients. The successful candidate will be responsible for technical research and report writing, as well as attending meetings as required.The ideal candidate will have a strong understanding of...

Eden Scott is supporting a reputable financial planning firm to find a Financial Planning Support professional to join their successful team.This is an excellent opportunity for someone looking to advance their career in financial planning and progress through industry exams.Responsibilities:The ideal candidate will be responsible for a range of tasks,...

About the RoleAs a Financial Planning Specialist, you will provide technical research and report writing support to financial advisers, attending meetings as needed.You will assist with holistic independent financial advice, cash flow modelling, pensions, investments, and estate/tax planning services.This role offers hands-on exposure to clients, a vital...

Eden Scott is partnering with an esteemed and Chartered financial planning firm to find a skilled Financial Planning Support professional. This exciting opportunity allows you to further your career in financial planning and progress through industry exams.The company offers a competitive salary and comprehensive benefits package.Key...

About the RoleWe are seeking an experienced Paraplanner to join our busy Glasgow office, providing technical support to our Independent Financial Advisers (IFAs).As a key member of our team, you will be responsible for writing reports, creating 'reasons why' letters, and conducting market research on behalf of our advisers. Your primary focus will be on...

Financial Planning Administrator / Glasgow / Permanent / £28,000 - £36,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow. In addition to administrative tasks, role holders can also...

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...

Job Purpose:To support the provision of financial budgeting and planning processes across multiple business areas, ensuring effective reporting mechanisms are in place to foster a 'no surprise' culture. Collaborate closely with the central Finance Office to deliver transactional support in a highly professional, effective, and efficient manner, utilizing...

About AshurstAshurst is a leading global law firm that provides expert advice and support to clients across various industries. With a strong focus on regulatory compliance, we strive to maintain the highest standards of integrity and professionalism in all our dealings.Job DescriptionWe are seeking a highly skilled Financial Planning Analyst to join our...

We are seeking a talented Financial Planner to join our team in Glasgow. As a Financial Planner, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique needs.Key Responsibilities:Develop and implement effective...

Financial Adviser - GlasgowOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.Key responsibilities include:Providing technical and investment advice on...