paraplanning jobs in Glasgow

Location Glasgow Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89234 Job Title: Paraplanner Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Support advisers in delivering accurate, compliant, and high-quality financial planning to clients. The position is open to both...

Job description National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain information on existing policies; this will include issuing a letter of authority,...

Independent Financial Adviser - Trainee/Junior/Senior - Client Bank ProvidedAre you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with a leading Independent Financial Adviser who is growing...

My client is a highly respected large wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history due to an acquisition. The role will be exceptionally in depth...

You will have dedicated support from our Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex advice to your customers.

You will have autonomy to use your expertise to determine what advice and products are best for your customer

Location: Glasgow (3 days in office and 2 days at home) Benefits: Study/exam support; collaborative support team in-office; flexible working; in-person or remote interview depending on preference About the Company: A well-established Chartered Financial Planning firm, providing genuinely independent advice across investments, pensions, tax and trust work. Known for clear and expert guidance,...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role - Provide advice on less complex matters. - Work closely with a senior Planner to build and...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice...

You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business. It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.

You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports

You will have a hybrid working arrangement.

You must have 1 years + experience as an IFA administrator to be successful in your application.

A financial planning firm based in Glasgow is seeking a Paraplanner to assist Advisers in preparing client suitability reports and recommendations. The ideal candidate will have experience in paraplanning or be working towards a Level 4 Diploma in Financial Planning. This full-time role offers hybrid working arrangements with professional study support, emphasizing collaborative teamwork and...

An expanding Wealth Management firm are recruiting for a Financial Adviser due to continued growth to service an existing client base. The role can be flexible in location due to the virtual nature of the position but with a slight preference to be close to their Glasgow offices. This is an excellent opportunity ideally for an adviser who would be looking to nurture and retain clients in the...

Job description A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clientsProducing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms,...

My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around...

Job description My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient mannerRegularly participate in team...

Job description Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities? Why Join Career Growth:Structured development programmes, funded qualifications (CII/CISI), and clear pathways to Adviser or Senior Paraplanner High-Quality Work: Support a team...

You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.

You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.

My client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it...

You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.

You will work with the business's existing client portfolio whilst getting leads from the accountancy business.

You will receive a full administrative and paraplanning service which is one of the best in the market.

Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area. For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work. You'll be closely aligned to their ethics and...