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IDEX Consulting Ltd
Glasgow
Senior Paraplanner, Fully remote (but must be in central belt of Scotland)A very exciting position has just arisen at this National Wealth Management Firm.You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base.These clients are complex and you will be dealing with the full spectrum of products including
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
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 Ann
Job Source: IDEX Consulting LtdIDEX 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
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 LtdHeat Recruitment Ltd
Glasgow
Paraplanner Glasgow £30-40K Monday to Friday (Hybrid working) Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? Perhaps you feel a lack of support In your role? Or simply looking for a change? If any of the above are true, then this role should be of interest … With
Job Source: Heat Recruitment LtdThornbury Recruitment Ltd
Glasgow
Salary up to £30,000 plus benefits and bonus Trainee Paraplanner required by a growing wealth management firm in Glasgow. You will provide technical and administration support to a team of financial planners. When fully trained, responsibilities will include: Deal with general client queries Analyse clients’ requirements, develop cash flow models a
Job Source: Thornbury Recruitment LtdGlasgow, Scotland, United Kingdom
I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.
The role will involve the following:
Obtain illustrations, related documentation and forms to support suitability reports
Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc.
Manage pipeline reports, updating workflows as required.
Ability to assess client needs and support an appropriate advice solution with guidance from the Planner
Work with the Planner to technically validate advice provided and pro-actively challenge where necessary
Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner.
Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to.
In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans.
Senior Paraplanner jobs in Glasgow, Scotland, United Kingdom
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