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Paraplanner
2 weeks ago
IDEX Consulting Ltd Glasgow, United KingdomWe are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. · As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report ...
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Paraplanner
2 weeks ago
Reed Insurance Glasgow, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Glasgow - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £35K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · Our client is a leading Fin ...
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Paraplanner
3 weeks ago
Clever-HR Glasgow, United KingdomThis company is a well-respected and established Financial Planning organisation who provide a wide range of financial advisory services to both private and corporate clients. · As part of this experienced team, you will build strong relationships with the Financial Planners, as ...
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Paraplanner
3 weeks ago
Martin Aitken & Co Ltd Glasgow, United Kingdom Full timeParaplanner · Location: Glasgow, G41 1HU · Salary: Starting at £35,700 per annum + Benefits · Contract: Full-time, permanent · Benefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance ...
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Paraplanner
4 hours ago
Thornbury Recruitment Ltd Glasgow, United Kingdom**Paraplanner - Glasgow** · Paraplanner required by a growing wealth management firm based in Glasgow city centre. Due to a recent acquisition the company requires an experienced Paraplanner, to assist 2 Chartered Financial Planners across the full range of financial planning. · ...
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Paraplanner
4 hours ago
Reed Insurance Glasgow, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Glasgow - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £36K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · Our client is a leading Fin ...
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Paraplanner
2 days ago
IDEX Consulting Ltd Glasgow, United KingdomWe are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. · As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report ...
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Paraplanner
1 week ago
Reed Insurance Glasgow, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Glasgow - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £50K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · REED are pleased to be work ...
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Trainee Paraplanner
3 weeks ago
JohnstonGreer Glasgow, United KingdomTrainee Paraplanner · To £26,000 plus benefits and full exam support · Trainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. · Paraplanner ...
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Paraplanner Manager
2 weeks ago
Truestar Talent Ltd Glasgow, United Kingdom**Up to £65,000 basic** · This national award winning, wealth management company is one of the largest and most established financial planning and investment companies in the UK. They offer high-quality holistic advice and are looking for a Paraplanner manager to oversee two team ...
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Trainee Paraplanner
3 weeks ago
Thornbury Recruitment Ltd Glasgow, United Kingdom**Trainee Paraplanner - Glasgow** · Salary up to £30,000 plus benefits and bonus · Trainee Paraplanner required by a growing wealth management firm in Glasgow. You will provide technical and administration support to a team of financial planners. · **When fully trained, responsib ...
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Senior Paraplanner
2 weeks ago
IDEX Consulting Ltd Glasgow, United KingdomIdex Consulting are working exclusively for a well regarded Wealth Planning Firm in Glasgow. · We are looking for an exceptional Paraplanner who wants to join a forward thinking and award winning team at the top of their game. · You will be joining a large successful team who are ...
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Trainee Paraplanner
1 week ago
JohnstonGreer Glasgow, United Kingdom**Trainee Paraplanner** · **To £25,000 plus benefits** · Trainee Paraplanner required by this regional firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your trainee paraplanner coaching, ex ...
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Senior Paraplanner
4 hours ago
IDEX Consulting Ltd Glasgow, United KingdomWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). · **Salary**: £40,000 - £50,000 · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to ...
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Senior Paraplanner
1 week ago
IDEX Consulting Ltd Glasgow, United KingdomWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). · **Salary**: £40,000 - £50,000 · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to ...
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Paraplanner - Flexible Working
3 weeks ago
mbf. Glasgow, United KingdomMB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team · **The role** · In this role you will be required to -- Work with Senior Financi ...
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Paraplanner Glasgow or Edinburgh
1 week ago
IDEX Consulting Ltd Glasgow, United KingdomParaplanner · can be based in Edinburgh or Glasgow - Hybrid role · Competitive Salary - depending on experience and qualifications · A fantastic opportunity has arisen for an experienced paraplanner to join a Personal Wealth team. As a relatively new team in Edinburgh & Glasgow t ...
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Paraplanner
3 weeks ago
Idex Glasgow, United KingdomParaplanner, 2 days in the office and scope to become an Adviser quickly. · Competitive salary - depending on experience and qualifications. · A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is ...
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Paraplanner
3 weeks ago
Idex Glasgow, United KingdomIdex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner. · You will be preparing personalised financial plans for clients including: · Investment of new monies · Review suitability of existing arrangements · Retirement income ...
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Paraplanner - Senior paraplanner
1 week ago
Eden Scott Glasgow, United KingdomMy client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and ...
Paraplanner - Glasgow, United Kingdom - TribePost
Description
Benefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership – paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee
Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
We are Martin Aitken, we want everyone who comes into contact with our firm – you, our clients our people and our potential candidates to have a crystal-clear understanding of what we do.
We have remained at the forefront of Scottish commerce since 1897 (when the first rules of golf were published) and from our offices in Glasgow we provide our clients with access to a range of audit and accounting, tax, business advisory, corporate finance and financial services.
We are now recruiting for a Paraplanner to join our dynamic team of 4 based in our Glasgow officeThe successful candidate will provide support to a team of Financial Planners and support staff using knowledge of all industry products, whilst maintaining excellent working relationships with clients and your team.
As a Paraplanner you will collate all required information to be given to a client, prepare correspondence which includes compiling suitability reports.
In addition to this as our Paraplanner you will have specific responsibility for:Carrying out technical and product research
Completing simple annual review reports for clients
Complete new recommendation reports for basic financial products such as Life Assurance, ISAs, Collectives and Money Purchase Pension Plans.
Prepare Cash Flow Analysis/reports for clients
You will prepare research and complete specific review and new recommendation reports for the following:
Pension switch/ transfer recommendations
Arrangements of SIPPs/ SSAS pension plans
Pension Drawdown and pension income withdrawal planning
Pension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance Protection
IHT and Estate Planning recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etc
Investment withdrawal planning and tax planning, including on and offshore investment bond surrenders/withdrawals and Capital Gain Tax planning
Corporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes.
In order to be successful in this role you must have / be:12 months' previous experience in a Paraplanner role.
Diploma Qualified, or working towards your Diploma qualificationOngoing knowledge of Compliance Procedures and FCA requirements
Prior experience of Intelligent Office, (iO) back-office system and FE Analytics, Fund Research system would be advantageous.
We encourage applicants within a firm of any sized environment from small independent to Top Tier firm backgrounds to get in touch
Your continued development, welfare, and flexibility is of key importance to us and much like the ourselves, you should want to be part of a culture where care, success, and enjoyment is encouraged and acted upon.
We are somewhere where you'll be offered lots of support, technical development, and career progressionThis is an opportunity to work within a progressive accountancy firm, one that rewards its people, encourages personal career growth and development and doesn't 'pigeonhole' anyone
If you feel you have the necessary skills and experience to be successful in this role click on 'APPLY' today, forwarding an up to date copy of your CV for consideration in the first instance
No agencies please.
