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Eden 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 ScottMartin 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 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.IDEX 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 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 LtdEden 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 ScottEden 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 ScottGlasgow
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 - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
The role will be exceptionally in depth with client facing elements as you become familiar with the firm. Primarily it will involve; Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
As a close knit and warm, professional business team collaboration is key - sharing knowledge and making suggestions for improvements if applicable.
To be consider you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported). Your background will include both Pensions and Investments with excellent report writing skills.
Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous but not a pre requisite.
Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received. Along with this you could have team management duties or assisting less experienced members of the team if you wish and develop internally.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.
Please get in touch as soon as possible to discuss this role and also potentially other opportunities within the area. Send your CV / click apply now to discuss further - all applications treated in the strictest of confidence.
Senior Paraplanner jobs in Glasgow
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