Paraplanner - Investment management, HNW

A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth.In the role you will be heavily...

A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth.In the role you will be heavily involved in the full financial planning process -...

Description £32,000 to £38,000 plus benefits and bonus Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on – technical...

**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...

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 you will be required to -- Work with Senior Financial Planners to provide technical support - Prepare detailed recommendations &...

A leading Investment Manager in Glasgow is seeking a qualified Paraplanner for a hybrid role in their financial district office. This position involves supporting the full financial planning process for high-net-worth clients, writing complex reports, and engaging directly with clients. A clear growth path is available for motivated professionals in a...

Paraplanner £28,000 to £35,000 plus benefits Home based Paraplanner required by this long-established UK wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning,investments and tax. Working with a portfolio of...

My 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...

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate...

A leading financial advice firm in Glasgow is looking for an experienced paraplanner to join their team. The ideal candidate will have a strong background in pensions and investments, along with excellent report-writing skills. The role offers a hybrid working model, support for further studies, and the chance to join during a growth phase. Responsibilities...