Paraplanner
7 months ago
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 being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services.
The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
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Paraplanner / Trainee Paraplanner
6 days ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Senior Paraplanner
7 months ago
Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeA 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 their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Paraplanner
7 months ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Paraplanner
2 weeks ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeParaplanner Permanent, Full-Time Edinburgh – Hybrid Salary depending on experience Meraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh. This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent benefits.This...
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Senior Paraplanner, Manager
6 months ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Senior Paraplanner, Manager
3 weeks ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Trainee Paraplanner
4 weeks ago
Glasgow, Scotland, United Kingdom Heat Recruitment Full timeA fantastic opportunity has arisen for a candidate with strong Administrative experience and with healthy exposure to report writing and production to join a supportive and growing wealth management organisation based in Glasgow.In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in...
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Glasgow, Scotland, Scotland, United Kingdom Eden Scott Full timeAfter continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advisers who...
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IFA Administrator
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Glasgow, Scotland, Scotland, United Kingdom Heat Recruitment Full timeIFA AdministratorGlasgowUp to £28,000 (depending on experience)Monday - Friday (Hybrid working)Do you feel like there is no career path to follow in order to progress and develop?Are you looking to be part of a larger firm with likeminded people around you?Feeling under appreciated for the work you do?If any of the above statements are true then this may be...
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Paraplanner
2 days ago
Glasgow, United Kingdom Recruit UK Full timeAre you working towards your Diploma in Financial Planning and looking to become a Paraplanner? Recruit UK are working on an excellent opportunity for a Paraplanner in Glasgow to join a Financial Planning practice. Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of...
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Paraplanner
3 hours ago
Glasgow, United Kingdom mbf. Full time**Paraplanner - Glasgow - Chartered Financial Planners - salary to £45,000 - Progression available and encouraged within this growing firm.** MB Fitzgerald Recruitment are currently working with an established and ambitious firm of Chartered Financial Planners based in Glasgow who are looking to hire an experienced Paraplanner for their team. The company...
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Senior Paraplanner
3 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob Description 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 their reputation amongst the best in the industry.They fully support and encourage career development - whether being...
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Paraplanner
3 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob Description 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...
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Paraplanner
3 weeks ago
Glasgow, United Kingdom Idex Consulting Ltd Full timeAn exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the...
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Senior Paraplanner
4 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA 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 their reputation amongst the best in the industry.They fully support and encourage career development - whether being a "career...
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Senior Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeA 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 their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Senior Paraplanner
8 months ago
Glasgow, United Kingdom Eden Scott Full timeA 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 their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Senior Paraplanner
2 weeks ago
glasgow, United Kingdom Eden Scott Full timeJob Description 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 their reputation amongst the best in the industry. They fully support and encourage career development - whether...
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Senior Paraplanner
2 months ago
Glasgow, United Kingdom Eden Scott Full timeJob Description 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 their reputation amongst the best in the industry. They fully support and encourage career development - whether...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
1 week ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue 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...
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Paraplanner
2 months ago
Glasgow, United Kingdom Eden Scott Full timeJob Description 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...
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Paraplanner
2 days ago
Glasgow, United Kingdom Heat Recruitment Full timeAn exciting opportunity has arisen for a diploma qualified Paraplanner to join a busy city centre office at one of Scotland's leading chartered financial planning practices. The successful applicant will need previous paraplanning experience and be level 4 qualified, with an aspiration to achieve chartered status. **Key Responsibilities** - Prepare...
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Paraplanner
2 weeks ago
Glasgow, United Kingdom Idex Consulting Ltd Full timeWe are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for...