Technical Paraplanner jobs in Scotland

You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business. It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.

A leading financial services firm in Glasgow is seeking a Senior Technical Paraplanner to join their team. In this role, you will provide complex technical support and conduct thorough research on financial products, preparing bespoke reports for high net worth clients. Ideal candidates will have over 3 years of paraplanning experience with a minimum diploma and be working towards Chartered...

Paraplanner Glasgow - Hybrid Role To £45,000, plus excellent benefits Our client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Our client...

You will be responsible for ensuring reports are accurate, compliant, and clearly presented, while maintaining up-to-date records in line with regulatory standards. Strong attention to detail and the ability to collaborate effectively within a team are essential. Key Responsibilities

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

Ein führender Anbieter unabhängiger Finanzberatung sucht einen erfahrenen Paraplanner zur Verstärkung seines Teams in Edinburgh. In dieser spannenden Rolle sind Sie verantwortlich für die technische Unterstützung und die Durchführung umfassender Produktrecherchen. Sie werden auch an der Erstellung maßgeschneiderter Berichte arbeiten, die den Kundenbedürfnissen gerecht werden. Das Unternehmen...

You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business. It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.

You will be rewarded with a very generous basic salary and benefits package.

Due to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team. The role could also develop to management and/or to become involved in their investment committee if you wished. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Job description 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 clear pathways to Adviser or Senior Paraplanner High-Quality Work: Support a team...

A new job vacancy has become available with our forward thinking Wealth Manager based in Glasgow. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers ideally, however could consider a senior paraplanner without. The company has gone from strength to strength over the past few years and with a...

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth...

Job description 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 partnersTo ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient mannerRegularly participate in team...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

My client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...

You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take over clients as you grow as an individual as an option.

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to...

My client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve;...