All jobs near Scotland

• Glasgow
• £40000 - £50000 per annum + bonus
• Posted 2 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...

• Edinburgh
• £40000 - £45000 per annum
• Posted 15 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Glasgow
• £40000 - £45000 per annum
• Posted 15 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 21 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
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 21 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior 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, s...

• Glasgow
• £40000 - £45000 per annum
• Posted about 1 month ago

This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions. This established, whole-of-market firm prides itself on providing tailored, unbia...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting have an exciting 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. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Edinburgh
• £32000 - £40000 per annum
• Posted about 1 month ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Falkirk
• Negotiable
• Posted about 2 months ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 2 months ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

• 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
• £45000.00 - £500000.00 per annum + Excellent benefits package
• Posted 3 months ago

An new and exciting opportunity has arisen due to expansion of this busy IFA practice for a senior Paraplanner. If you have inspirations of becoming an adviser you will be able to join the companies Trainee Adviser programme after 1 year. Your role as a senior paraplanner will be: To provide tech...

• Aberdeen
• £26500 - £35000 per annum
• Posted 3 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Aberdeen. You will be part of a team providing support and reports to the company director. Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain ...

• Glasgow
• £40000 - £50000 per annum + bonus
• Posted 3 months 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...