Paraplanner

6 days ago

Glasgow, United Kingdom Eden Scott Full time

Business 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 offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals. Responsibilities Provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Aids in cashflow modelling, pensions, investment and estate/tax planning services. Maintain hands on exposure to clients, be a vital part to the advice process and have your input recognised. Engage with continued client contact; strong communication/interpersonal skills required and fit in with warm and dynamic office culture. For a more senior/experienced appointment: train, mentor, coach and support colleagues and contribute to company direction as part of the management team. Qualifications Diploma qualified or close to obtaining; senior must have level 4. Minimum 2 years experience in financial planning/wealth management – either provider, IFA or investment manager – providing support to financial advisers carrying out technical support. Potentially strong background in senior IFA administrative role with exam progress to develop – drive, enthusiasm and eagerness to develop are key. Strong software, IT skills, back office experience – keen eye for detail and carrying out work inline with FCA legislation/regulations. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Administrative, Other, and Analyst Industries Financial Services, Banking, and Investment Management Base Pay Range Direct message the job poster from Eden Scott to learn more. This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer. Please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence. #J-18808-Ljbffr

  • Paraplanner

    3 days ago

    Glasgow, United Kingdom JohnstonGreer Full time

    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...

  • Paraplanner

    4 days ago

    Glasgow, United Kingdom IDEX Consulting Ltd Full time

    We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pensions, investments, tax and protection products...

  • paraplanner

    7 days ago

    Glasgow, United Kingdom Eden Scott Full time

    My client is a reputable organisation with offices throughout the UK. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.In the role you will be accountable for all technical...

  • Paraplanner

    2 days ago

    Glasgow, United Kingdom Eden Scott Full time

    My client is a reputable organisation with offices throughout the UK. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical...

  • Senior Paraplanner

    4 days ago

    Glasgow, United Kingdom Eden Scott Full time

    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...

  • Paraplanner

    6 days ago

    Glasgow, Glasgow City, United Kingdom Rayment Recruitment Full time £40,000 - £60,000 per year

    A close-knit, multi award-winning Chartered Financial Planning firm based in Glasgow, passionate about delivering technical excellence and truly client-centred financial planning is now looking for a technically accomplished Senior Paraplanner to join its team.Someone who is motivated by precision, analytical challenge, and the opportunity to make a...

  • Paraplanner

    6 days ago

    Glasgow, United Kingdom Heat Recruitment Full time

    LocationGlasgow 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...

  • 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...

  • Senior Paraplanner

    1 week ago

    Glasgow, United Kingdom Eden Scott Full time

    Business 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...

  • Senior Paraplanner

    7 days ago

    Glasgow, United Kingdom RGH-Global Limited Full time

    OverviewSenior 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...