- Investment of new monies
- Review suitability of existing arrangements
- Retirement income strategies
- Defined benefit transfer advice
- Tax and inheritance tax planning
- Annual reviews
- Wealthtime (previously Novia)
- Standard Life
- P1 Platform
- Royal London
- Quilter
- Prudential
- M&G Wealth Platform
- Scottish Widows
- Maintaining compliant client files
- Delegating work to paraplanning and admin team
- Providing support and guidance to trainees, Paraplanners and Advisers to formulate advice
- Peer checking Paraplanner reports and calculations
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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
11 hours 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
6 days 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 - 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 ...
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Paraplanner
1 week ago
Eden Scott Glasgow, United KingdomJob Description · Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role woul ...
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Paraplanner
3 days ago
mbf. Glasgow, United Kingdom Full timeParaplanner - Top National Financial Planners - Glasgow & Flexible Working, 2 to 3 days per week · up to £48,000 + Bonus + Benefits (potentially flexible) · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role wil ...
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Paraplanner
1 week ago
O'loughlin Recruitment Ltd Glasgow, United Kingdom Full timeWe are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years. · As a Paraplanner your main responsibilities will be to provide technical and ad ...
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Paraplanner
1 week ago
Eden Scott Glasgow, United KingdomDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid ...
Paraplanner - Glasgow, United Kingdom - Idex
Description
Idex 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:
Using cash-flow planning tools to analyse client's position and using this as a base to formulate advice.
Whole of market research for suitable products including discretionary investment portfolios and investment funds.
Technical calculations such as chargeable gains on investment bonds, capital gains tax, pension carry forward and inheritance tax.
Submission of new business to providers/platforms work closely with:
In return you will receive an excellent package and highly flexible working arrangements.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.