Technical Paraplanner jobs in Scotland

Due to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team. The role could also develop to management and/or to become involved in their investment committee if you wished. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during...

You will be rewarded with a very generous basic salary and benefits package.

You will be able to use financial planning tools and modelling software in order to produce insightful client reports.

You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients.

Job Title: Paraplanner Location: Glasgow (3 days in office and 2 days at home) Salary: £35,000 to £55,000 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...

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 be responsible for ensuring reports are accurate, compliant, and clearly presented, while maintaining up-to-date records in line with regulatory standards. Strong attention to detail and the ability to collaborate effectively within a team are essential. Key Responsibilities

You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the office. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors.

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.

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...

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.

Due to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team. The role could also develop to management and/or to become involved in their investment committee if you wished. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during...

My 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 wealth...

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...

My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your...

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

My client is a reputable organisation with offices throughout the UK. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your...

My client is a reputable award winning organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical aspects of providing...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...

You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take further ownership of clients as you grow within the business should you wish.