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mbf
Glasgow, Scotland, United Kingdom
Paraplanner - Leading National Wealth & Investment Management Organisation Glasgow, hybrid, flexible working Salary to £45,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth & Investment Management organization, to assist in their search for a Paraplanner to joi
Job Source: mbfIDEX Consulting Ltd
Glasgow, Scotland, United Kingdom
I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following: Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown
Job Source: IDEX Consulting LtdITonlinelearning Recruitment
Glasgow
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentITonlinelearning Recruitment
Glasgow
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We specialise in placing candidates within the project sector using our career progression and placement program. Please
Job Source: ITonlinelearning RecruitmentITonlinelearning Recruitment
Glasgow
Are you looking to benefit from a new career in Programming? Skills shortages in the IT sector are driving the need for qualified, entry-level career seekers and career changers. We help place graduates from this programme in top UK companies and organisations needing to employ entry-level Programming staff that can hit the ground running with up-t
Job Source: ITonlinelearning RecruitmentSlater Hogg & Howison
Glasgow
Job Description We are looking for a Qualified Trainee Mortgage and Protection Advisor to join us in Shawlands working in our well known Slater Hogg Mortgages. OTE £35k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.You will need to be adaptable,
Job Source: Slater Hogg & HowisonHGV Training Network
Glasgow
Trainee HGV Driver HGV Training Network is one of the largest HGV & LGV training and recruitment companies in the country; we are currently working to fill numerous full-time trainee HGV driver vacancies across the UK. The Trainee HGV Driver role is subject to successful completion of the training course - details of costs & fees will be discussed
Job Source: HGV Training NetworkSLB
Scotland, United Kingdom
Job Title Field Specialist Trainee About Us We are a global technology company, driving energy innovation for a balanced planet. At SLB we create amazing technology that unlocks access to energy for the benefit of all. That is our purpose. As innovators, that’s been our mission for 100 years. We are facing the world’s greatest balancing act- how
Job Source: SLBGlasgow
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, responsibilities will include:
Deal with general client queries
Analyse clients’ requirements, develop cash flow models and accurately record client data
Research and analyse financial products to meet client requirements and objectives
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents
Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
Work within and stay up to date with template changes and advice framework
Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
Call ceding scheme providers to request outstanding policy information for clients.
Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
Willingness to study towards level 4 Diploma Qualification
Experience of financial service products
Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner jobs in Glasgow
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