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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 LtdEden Scott
Glasgow
Job 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 -
Job Source: Eden ScottEden Scott
Glasgow, Scotland, United Kingdom
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 a "c
Job Source: Eden ScottIDEX Consulting Ltd
Glasgow
Job Description 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 por
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 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 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 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.Glasgow, 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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