Senior Paraplanner
2 weeks ago
My client is a highly respected large wealth management firm with an office based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced / senior paraplanner to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MDTo be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. Your background will include both Pensions and Investments with excellent report writing skills. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm. Cf30 can also be utilised.In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
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Senior Paraplanner
3 days ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and...
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Senior Paraplanner
7 days ago
Glasgow, United Kingdom Eden Scott Full timeBusiness Manager – Financial Services Recruitment at Eden Scott 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 enjoy a reputation among the best in the industry. The firm fully...
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Senior Paraplanner
2 weeks ago
Glasgow, United Kingdom RGH-Global Limited Full timeSenior Paraplanner Glasgow (Hybrid) Salary: £45,000+ (dependent on experience)Location: GlasgowWorking pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. You’ll play a key role in providing high-level technical support to Financial...
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Senior Paraplanner
1 week ago
Glasgow, United Kingdom RGH-Global Limited Full timeSenior Paraplanner Glasgow (Hybrid) Salary: 45000 (dependent on experience) Location: Glasgow Working pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. Youll play a key role in providing high-level technical support to Financial Planners...
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Senior Paraplanner
7 days ago
Glasgow, United Kingdom RGH-Global Limited Full timeOverviewSenior Paraplanner Glasgow (Hybrid)Salary: 45000 (dependent on experience)Location: GlasgowWorking pattern: HybridAbout the RoleAn exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow.Youll play a key role in providing high-level technical support to Financial Planners...
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Senior Paraplanner
1 day ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). **Salary**: £40,000 - £50,000 As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to...
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Senior Paraplanner
1 week ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). **Salary**: £40,000 - £50,000 As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to...
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Paraplanner
5 days ago
Glasgow, United Kingdom Heat Recruitment Full timeLocationGlasgow Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89234 Job Title: Paraplanner Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Support advisers in delivering accurate, compliant, and high-quality financial planning to clients. The...
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Paraplanner - Part Qualified
3 days ago
Glasgow, United Kingdom mbf. Full time**Paraplanner - Glasgow (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply** MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team **The role** In this role...
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Paraplanner
5 days ago
Glasgow, United Kingdom Eden Scott Full timeBusiness Manager - Financial Services Recruitment at Eden Scott Due to further expansion our client, a leading financial planning company who offer services throughout the country, has a requirement for a paraplanner or a senior/paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their...
