Trabajos paraplanner en Glasgow

After continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors ...

Due to exciting business growth, Idex Consulting are currently searching for a Telephone Business Development Manager to join one of the UK's award winning investment management companies with a base in Glasgow. Their proposition is unique in the market and the firm hold an excellent reputation...

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 office...

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. Their employees have won awards and their reputation amongst the best in the industry. They fully support ...

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. ...

Experience of writing suitability reports, research on behalf of advisers Diploma qualification or progress towards Experienced in platforms - including Avelo, WRAP platforms etc Ability to review ...

... market particularly transfers they require additional assistance in this team. In addition part ... doing research. A background within an advisers is preferred within a Paraplanner/support role ...

... admin / paraplanner support available and a chance to be a part of their continued never mind ... They are keen to carry out video calls/remote interviews as soon as possible so please get in touch ...

My client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to ...

They are truly ethical advisers who pride themselves in going the extra mile. The successful individual will be provided with a full client base, adminitrative and paraplanner support. You'd have the ...

Along with this if you wish the role can be tailored to have oversight of the team and act as a manager to assist in their ongoing growth. To be consider you must be experienced within an IFA or ...

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 ...

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice ...

Whole of market research for suitable products including discretionary investment portfolios and ... For full information on how we use your data, please visit the IDEX Consulting website and view our ...

... Summer socialising events and Fresh fruit, tea a... ZIPC1_UKTJ

Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews ...

... working with pension, investment, tax and protection products. To be considered for the ... financial services administrator with exceptional technical knowledge. Diploma Level 4 or ...

Experience in writing suitability reports and producing research (Training will also be provided) * Understanding of a variety of Financial Planning processes * Ability to work within defined ...

... role offers; working from home, excellent salary, car allowance, medical care, work laptop and phone and great holiday entitlement. Their paraplanner, investment support and admin team are all ...

In the role you will be heavily involved in the full financial planning process - attending ... With average assets of over 3M, the successful recruit will demonstrate confidence and be able to ...

We are looking for a Paraplannerto 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

Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Their commitment to excellence has made them an industry leader ...

Part-Time Financial Administrator to Paraplanner – Career Progression – Dover – £28k Pro Rata. Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial ...

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. We are recruiting experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including th...