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mbf.
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 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
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 Ltdmbf
Glasgow, Scotland, United Kingdom
Paraplanner - Leading National Wealth & Investment Management Organisation Glasgow, hybrid, flexible working Salary to £45,000 (potentially negotiable) - plus benefits 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 joi
Job Source: mbfIDEX 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 LtdGlasgow
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 and accurately record client data
Research and analyse financial products to meet client requirements and objectives
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents
Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
Work within and stay up to date with template changes and advice framework
Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
Call ceding scheme providers to request outstanding policy information for clients.
Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
Willingness to study towards level 4 Diploma Qualification
Experience of financial service products
Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner jobs in Glasgow
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