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Martin Aitken & Co Ltd
Glasgow
Paraplanner Location: Glasgow, G41 1HU Salary: Starting at £35,700 per annum + Benefits! Contract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full
Job Source: Martin Aitken & Co LtdO'loughlin Recruitment Ltd
Motherwell
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policie
Job Source: O'loughlin Recruitment LtdEden Scott
Glasgow
Job 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 arran
Job Source: Eden ScottEden Scott
Glasgow, Scotland, United Kingdom
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
Job Source: Eden ScottIDEX Consulting Ltd
Glasgow
Paraplanner, 2 days in the office and scope to become an Adviser quickly.Competitive salary - depending on experience and qualifications.A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is flexible and confident to provide their input as the team continues to deve
Job Source: IDEX Consulting LtdO'loughlin Recruitment Ltd
Glasgow
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policie
Job Source: O'loughlin Recruitment Ltdmbf.
Glasgow
Paraplanner - Leading National Wealth & Investment Management Organisation Glasgow, hybrid, flexible working Salary to £45,000 (potentially negotiable) - plus benefits and annual bonus MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth & Investment Management organization, to assist in their search for a Pa
Job Source: mbf.O'loughlin Recruitment Ltd
Glasgow
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policie
Job Source: O'loughlin Recruitment LtdGlasgow
Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:
Investment of new monies
Review suitability of existing arrangements
Retirement income strategies
Defined benefit transfer advice
Tax and inheritance tax planning
Annual reviews
Using cash-flow planning tools to analyse client's position and using this as a base to formulate advice.Whole of market research for suitable products including discretionary investment portfolios and investment funds.Technical calculations such as chargeable gains on investment bonds, capital gains tax, pension carry forward and inheritance tax.Submission of new business to providers/platforms work closely with:
Wealthtime (previously Novia)
Standard Life
P1 Platform
Royal London
Quilter
Prudential
M&G Wealth Platform
Scottish Widows
Maintaining compliant client files
Delegating work to paraplanning and admin team
Providing support and guidance to trainees, Paraplanners and Advisers to formulate advice
Peer checking Paraplanner reports and calculations
In return you will receive an excellent package and highly flexible working arrangements.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner jobs in Glasgow
ⓘ There was an unexpected error processing your request.
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