Technical Paraplanner jobs in Glasgow City

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

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 culture being a key focus, and fully support...

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.

A leading financial services firm in Glasgow is seeking a Senior Technical Paraplanner to join their team. In this role, you will provide complex technical support and conduct thorough research on financial products, preparing bespoke reports for high net worth clients. Ideal candidates will have over 3 years of paraplanning experience with a minimum diploma and be working towards Chartered...

You will contribute significantly to client communications and compliance while working closely with the internal team.

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...

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...

ParaplannerGlasgow - Hybrid RoleTo £45,000, plus excellent benefitsOur client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Our client in...

A national financial advice firm in Glasgow is seeking an experienced Paraplanner to join their growing adviser team. The role offers a basic salary up to £45,000 with flexibility for exceptional candidates. Work in a hybrid setup, providing technical support across pensions and investments. Ideal for candidates with a Level 4 Diploma and strong analytical skills. This position promises autonomy...

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...

A new job vacancy has become available with our forward thinking Wealth Manager based in Glasgow. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers ideally, however could consider a senior paraplanner without. The company has gone from strength to strength over the past few years and with a...

You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.

You will be working with pensions, investments, tax, and protection products, dealing with a diverse range of clients, including high net worth individuals. To be considered for this position, candidates must have prior experience in paraplanning. A Diploma Level 4 qualification or working towards it is essential.

OverviewMy client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team, providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on...

You will be a senior member of the financial services team and will sit in on technical meetings.

You will be working with the full spectrum of advice, including pensions, investments, tax and protection.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

A leading financial planning company in Scotland is seeking a paraplanner or senior paraplanner team leader to support their financial advisers. The role, promoting hybrid working, involves technical research, report writing, and client interaction. Candidates should have at least 2 years of relevant experience in financial planning and strong interpersonal skills. There are mentorship...

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...

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...

A leading financial advice firm in Glasgow is looking for an experienced Business Manager to support their financial services recruitment sector. This role involves preparing client reports, liaising with product providers, and providing technical support to a professional team. Ideal candidates will have experience as a paraplanner and strong report-writing skills. The firm offers an attractive...

Business Manager - Financial Services recruitment at Eden ScottGlasgow, Scotland, United KingdomFull-time 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. The firm supports career development, with a focus on becoming a career paraplanner and possibly moving...