All jobs near Scotland

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 5 days 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
• £45000 - £50000 per annum
• Posted 5 days ago

Our client, is a highly reputable Wealth Managers based in Edinburgh. 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, report writing, recommendations and liais...

• Aberdeen
• £40000 - £45000 per annum + benefits package
• Posted 10 days ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 12 days 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 12 days 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
• £35000 - £42000 per annum
• Posted 13 days ago

Are you an experienced IFA Administrator looking to take the next step in your career? Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie. Known for their client-first approach and professional excellence, they are look...

• Glasgow
• £50000 - £55000 per annum
• Posted 13 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supporti...

• Glasgow
• £40000 - £45000 per annum + Benefits package
• Posted 17 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Edinburgh
• £40000 - £45000 per annum + Benefits package
• Posted 17 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 19 days 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...

• Edinburgh
• £40000 - £50000 per annum
• Posted 27 days ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• Glasgow
• £45000 - £55000 per annum + benefits package
• Posted about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 2 months 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 2 months 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 3 months 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...