Paraplanning Manager jobs in Glasgow

A growing financial services firm in Glasgow is seeking a part-qualified Wealth Planner to join their supportive team. This role offers exposure to financial planning, paraplanning, and client service, while working closely with senior Planners. Candidates should be Level 4 qualified, ambitious towards Chartered status, and have strong communication and technical skills. The position includes a...

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...

Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a...

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...

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...

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

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, chasing up providers...

You will have a background in Paraplanning and will be at least level 4 Diploma qualified. - Critical to the role are a high level of literacy and numeracy, both written and verbal. - A ‘solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards

Independent Financial Adviser | £50,000–£65,000 + Bonuses (£100k OTE year one) | Home working – Glasgow Location – Glasgow – (although home based, clients are based throughout the Greater Glasgow area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An...

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in either our Glasgow office on a full-time permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has...

Join to apply for the Client Liaison Administrator role at Kingswood Group . 가진> Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for a Client Liaison Administrator to join our team in either our Glasgow office on a full‐time permanent basis. Working alongside our team of experts, as Client Liaison Administrator you'll be the first...

A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. In the role you will be heavily involved in the full financial...

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 maintain...

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 maintain strong client...

Idex Consulting has an opportunity for a Paraplanner to join an investment financial adviser based in Glasgow that provides a personal, independent and bespoke wealth management service to high‐net‐worth clients. The firm offers the opportunity to work flexibly, so you may only be in the office a few times per week (or month if preferred). About the role Develop financial planning strategies...

A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth. In the role you will be heavily involved in the full financial planning process - attending meetings, writing very complex...

Senior Paraplanner Glasgow (Hybrid) Salary: £45,000+ (dependent on experience) Location: Glasgow Working pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. You'll play a key role in providing high-level technical support to Financial Planners, delivering first-class client...

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...

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 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 workloads, prioritise and multi task to an excellent standard.