All jobs near Scotland

• Glasgow
• £45000 - £55000 per annum + benefits package
• Posted 6 days ago

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools Report Preparation - Draft comprehensiv...

• Edinburgh
• £45000 - £52000 per annum
• Posted 6 days ago

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow. Key Responsibilities Financial analysis - evaluate clients' income, expenses, assets, liabilities and long-term goals using robust planning tools Report preparation - draft comprehensive...

• Glasgow
• £45000.00 - £55000.00 per annum + Excellent benefits package
• Posted 7 days ago

We are currently working with a reputable wealth management business with offices in Glasgow. Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner. Their current requirement is for an experienced Paraplanner to join the business to p...

• Glasgow
• £50000.00 - £60000.00 per annum + Bonus
• Posted 7 days ago

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a fe...

• Glasgow
• Negotiable
• Posted 8 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• Negotiable
• Posted 8 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 30 days ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 1 month ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Glasgow
• £27000 - £29000 per annum
• Posted about 1 month ago

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 inf...

• Glasgow
• £28000 - £50000 per annum + benefits package
• Posted about 1 month ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research o...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 2 months ago

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 partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 3 months ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 3 months ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 3 months ago

Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annu...