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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 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 LtdIDEX 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, 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
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 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
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 Paraplanner to join their team in Glasgow
Company Overview:
Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Their commitment to excellence has made them an industry leader, and they are seeking a Paraplanner to contribute to their continued success.
Location:
Glasgow, with flexible working options (3 days in office)
Salary:
Negotiable to around £45,000 per annum (depending on experience) - potentially slightly higher for the right candidate
Benefits:
Private Medical Insurance (PMI)
Permanent Health Insurance (PHI)
Season Ticket Loan
10% Pension
Life Assurance
Flexibens
Generous holiday allowance, with the option to buy/sell days
Role and Responsibilities:
In this role, you will be responsible for:
Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
Leveraging your expertise in various financial products to provide valuable support.
Assisting in developing tailored investment strategies.
Ensuring an exceptional client experience.
Candidate Requirements:
We are seeking driven individuals who can meet the following criteria:
Diploma-level qualifications at a minimum.
Chartered status or active pursuit of this advanced certification is highly desirable.
A robust understanding of financial products and industry regulations.
Exceptional report writing skills.
Additional Information:
This role offers flexible working arrangements, with an expectation of three office-based days per week.
The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organizations.
Paraplanner jobs in Glasgow
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