All jobs near Scotland

• Edinburgh
• £40000 - £45000 per annum
• Posted 3 days 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,...

• 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
• £38000 - £42000 per annum + benefits package
• Posted 11 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...

• Bishopbriggs
• £45000.00 - £50000.00 per annum + Excellent benefits package
• Posted 12 days ago

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

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 12 days ago

Paraplanner Location: Glasgow (Newton Mearns) 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 plannin...

• 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
• 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
• 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
• £48000.00 - £53000.00 per annum
• Posted about 2 months ago

Senior Paraplanner, mostly remote (but must be in central belt of Scotland) A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you wil...

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted about 2 months 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 about 2 months 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 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 about 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 ...

• Glasgow
• £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
• Posted 2 months 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 2 months 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 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...

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted 2 months 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 3 months 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 3 months 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...