£43k - £58k per annumEstimated
...with a large office in Glasgow for a Senior Paraplanner to join the established team.
The role... ...reports
Preparation of draft annual review letters including re-balancing of... ...workflows as required.
Ability to assess client needs and support an appropriate advice solution...
Suggested
Work at office
£48k - £64k per annumEstimated
...We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow.
As a Paraplanner... ...and will be dealing with a wide variety of different types of clients including high net worth.
To be considered for the...
Suggested
Flexible hours
IDEX Consulting
Glasgow
2 days ago
£39k - £52k per annumEstimated
...planning arm.
We are looking for a high end paraplanner who will provide technical support to a... ...report
Assist in completing the client fact find
Submit new business with providers... ...file is to a high compliance standard
Reviewing client documents prior to a presentation...
Suggested
IDEX Consulting
Glasgow
2 days ago
£36k - £48k per annumEstimated
...My client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.
The business has highly performed and following a period of expansion require additional...
Suggested
Work at office
Eden Scott
Glasgow
2 days ago
£28k - £37k per annumEstimated
...We have an exciting new opportunity for a Paraplanner to join our client, a leading firm of Accountants and Financial Advisors in Glasgow.
We are looking to speak with experienced Paraplanners to join our client’s Paraplanning Team. You will prepare and produce robust suitability...
Suggested
Permanent employment
Full time
Hybrid work
Working Monday to Friday
£35k - £48k per annumEstimated
A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.
The business has highly performed... ...reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior...
Suggested
Work at office
£45k - £50k per annum
...Well respected IFA practice is seeking a new Paraplanner for the team.
This is a really exciting opportunity for someone who wants... ...be to provide assistance to advisers in processing ongoing client review work.
Duties will initially include:
Assisting client...
Suggested
Permanent employment
Full time
Flexible hours
Idex Consulting
Glasgow
a month ago
£34k - £46k per annumEstimated
My client is a leading provider in wealth management advice with offices throughout the UK. Experience of writing suitability reports, research on behalf of advisers
Ability to review client portfolios and research risk involved with each client
Ability to interact with...
Suggested
Immediate start
Remote job
£21k - £25k per annumEstimated
...information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day... ...office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office...
Suggested
Traineeship
Work at office
£40k per annum
...Paraplanner
Glasgow
£30-40K
Monday to Friday (Hybrid working)
Are you looking for an... ...over 25 years experience in the market, the client has a foundation of offering advice to... ...professional and efficient relationship.
~ Review investment portfolios
~ Identify areas...
Suggested
Permanent employment
Local area
Hybrid work
Working Monday to Friday
£34k - £46k per annumEstimated
...My client is a leading provider in wealth management advice with offices throughout the... ...highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team... ...Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved...
Suggested
Immediate start
Remote job
£46k - £61k per annumEstimated
...My client, an exciting and growing national firm, 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...
Suggested
Work from home
Hybrid work
IDEX Consulting
Glasgow
2 days ago
£26k - £34k per annumEstimated
...who provide a personal, independent and bespoke wealth management service to high net worth clients.
They are looking for an individual who is keen to train to become a paraplanner.
They have a lovely new office in Glasgow city centre.
They are looking for someone...
Suggested
Traineeship
Work at office
City centre
IDEX Consulting
Glasgow
2 days ago
£38k - £51k per annumEstimated
...My client is a highly respected large wealth management firm with an office based in the... ...become available for an experienced / senior paraplanner to join the team.
The role will be... ...meeting. Assist in the on-going due diligence reviews of investment funds and Platforms,...
Suggested
Work at office
Flexible hours
Eden Scott
Glasgow
2 days ago
£24k - £32k per annumEstimated
...My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales... ...information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running...
Suggested
Traineeship
Work at office
£29k - £38k per annumEstimated
Paraplanner
Researching, analysing market trends and report writing, Chase de Vere paraplanners... ...closely with our financial advisers and client support teams to deliver advice and... ...preparing recommendations, our paraplanners review our clients’ finances on an annual basis,...
Local area
Immediate start
Holiday work
Flexible hours
£44k - £60k per annumEstimated
...CTM is looking for 2 Client Managers - one for our Glasgow Team, one for our London Team. You can be based anywhere in the UK as long as... ...negotiation and consultancy
· Conduct timely and meaningful account reviews
· Implement account development and business plans
·...
Contract work
Work at office
2 days week
£31k - £42k per annumEstimated
...Are you a seasoned paraplanner with a track record of collaborating closely with financial advisers... ...to deliver top-tier service to a diverse client base?
Martin Aitken Financial Services... ...recommendations, they conduct annual reviews of our clients' finances, evaluate their...
Work at office
Offshore
Flexible hours
Martin Aitken & Co
Glasgow
1 day ago
£26k - £35k per annumEstimated
...situations, input data accurately and quickly.
The role involves report writing and really looking after our extremely loyal clients.
You will have the opportunity really to develop your technical knowledge.
You must have experience working within...
Traineeship
IDEX Consulting
Glasgow
2 days ago
£55k - £75k per annumEstimated
...an outstanding reputation in the market, who pride themselves in client service and company ethics.
The vacancy is due to growth of... ...and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never...
Flexible hours
...function of the role is to assist in the control of finances of client monies held, on
behalf of Investors, in order to manage a property... ...varied and evolving department where tasks and deadlines are reviewed on a
daily basis.
Excellent analytical skills...
£28k - £35k per annum
...about making a difference whilst providing exceptional services to clients and candidates, then join our Medacs Global Group family which... ...all aspects of contract delivery managed and met
Monitor and review performance against all SLA requirements by proactively analysing...
Full time
Contract work
Bank staff
Holiday work
Flexible hours
Shift work
£59k - £79k per annumEstimated
"There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some Brokers are doing 'just enough' to stop their clients jumping ship.
NOT YOU.
You set the bar when it comes to your...
Permanent employment
£37k - £50k per annumEstimated
...about making a difference whilst providing exceptional services to clients and candidates, then join our Medacs Global Group family which... ...contract, all aspects of contract delivery managed and met
and review performance against all SLA requirements by proactively analysing...
Contract work
Bank staff
Holiday work
Flexible hours
Shift work
£77k - £104k per annumEstimated
...organisation, involvingappropriate people and teams.
Ensure planning for business continuity isdocumented, prepared for and regularly reviewed.
Chair the health and safetycommittee and oversee implementation of policies and appropriate reporting
Data Protection: Ensure...
Permanent employment
Full time
Contract work
Part time
For contractors
Casual work
Local area
Worldwide
Hybrid work
Holiday work
£57k - £76k per annumEstimated
There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some Brokers are doing 'just enough' to stop their clients jumping ship.
You set the bar when it comes to your clients, you...
Permanent employment
£32k - £43k per annumEstimated
...This is an excellent opportunity to join our GB Retail business as a Client Service Executive. We are seeking candidates with a broad knowledge of insurance products and markets together with a passion for client service and excellent communication skills. You should also...
Hybrid work
2 days week
3 days week
£35k - £47k per annumEstimated
The Opportunity
Founded in 1870 by Cornish barber William Penhaligon, Penhaligon's is an esteemed British fragrance house. Drawing on our 150 year unique heritage and applying a touch of eccentric British charm to all that we do, we're rather obsessed with fragrance. If you...
3 days week
£21k - £27k per annumEstimated
Where : Glasgow - Alexander Bain House
Part Time: Permanent
Salary: £12,535.47 rising to £12,834.13 at 9 months in role, plus uncapped commission, based on a 20 hour per week contract
Hourly rate: £12.05 per hour rising to £12.34 per hour at 9 months in role
Shifts...
Hourly pay
Permanent employment
Contract work
Temporary work
Part time
Local area
Work from home
Shift work
Day shift
Saturday
Monday to Thursday
Working Monday to Friday
£39k - £50k per annumEstimated
...professional with a passion for providing tailored solutions to clients' personal matters?
If you're ready to apply your expertise in... ...throughout the estate planning process, meeting a monthly customer review target
Meet monthly fee targets effectively pricing and selling...
Work at office
City centre
Holiday work
Working Monday to Friday
Jones Whyte LLP
Glasgow
19 hours ago