All jobs near Scotland

Found 15 jobs
    • Glasgow
    • £55000 - £60000 per annum + Excellent benefits package
    • Posted 1 day ago

    Idex Consulting are looking for a very experienced Technical Senior Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a...

    • Glasgow
    • £48000.00 - £55000.00 per annum + Excellent benefits package
    • Posted 2 days ago

    Senior Paraplanner, City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche ...

    • Falkirk
    • Negotiable
    • Posted 2 days 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 9 days 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 ...

    • Glasgow
    • £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
    • Posted 10 days ago

    Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities? Why Join Career Growth:Structured development programmes, funded qualifications (CII/CISI), and...

    • Aberdeen
    • £40000 - £45000 per annum
    • Posted 16 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
    • £25000 - £35000 per annum
    • Posted 16 days 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...

    • Edinburgh
    • £45000 - £48000 per annum + benefits package
    • Posted 23 days ago

    We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service. What you'll do: Lead, train, ...

    • Glasgow
    • £40000 - £50000 per annum
    • Posted about 1 month ago

    An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

    • Glasgow
    • £35000 - £45000 per annum + Excellent benefits package
    • Posted about 1 month ago

    Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. 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 wi...

    • Aberdeen
    • £26500 - £35000 per annum
    • Posted about 1 month 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 ...

    • Edinburgh
    • £40000 - £50000 per annum
    • Posted about 1 month ago

    An exciting opportunity for an Associate Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as and building knowledge through exposure to client planning scenarios. Y...

    • Edinburgh
    • £38000 - £42000 per annum + benefits package
    • Posted 2 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...

    • Edinburgh
    • £32000 - £40000 per annum
    • Posted 3 months 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 3 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...

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