Paraplanner - Flexible Working

3 days ago


Glasgow, United Kingdom mbf. Full time

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 & write bespoke financial planning reports
- Liaise with HNW & UHNW clients

**Requirements**:

- To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
- Previous report writing experience is essential
- You will also need be Diploma qualified or studying towards this
- Experience using Intelligent office is desirable

**On Offer**
- Basic salary of up to £38,000 plus company benefits
- Work from home up to 3 days per week, 2 days in Glasgow office
- Study support
- Opportunity to progress within a National organisation, including Technical, Managerial/ Leadership and Advisor positions


  • Paraplanner

    1 week 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

    1 week 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...

  • Senior Paraplanner

    1 week 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...


  • 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...

  • Paraplanner

    6 days ago


    Glasgow, United Kingdom Jenson Fisher Consulting Ltd Full time

    ParaplannerGlasgow - Hybrid RoleTo £45,000, plus excellent benefitsOur client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored...

  • paraplanner

    2 weeks 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 weeks 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

    2 weeks 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

    3 days ago


    Glasgow, United Kingdom JohnstonGreer Full time

    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

    1 day ago


    Glasgow, United Kingdom Eden Scott Full time

    Due to further expansion our client, a leading financial planning company who offer services throughout the country, have 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...