Senior Paraplanner Job at IDEX Consulting Ltd (Glasgow)

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Senior Paraplanner

Your role will include: Researching products, funds, and financial solutions to ...

Location

United Kingdom , Cheshire

Salary:

45000.00 GBP / Year

Broster Buchanan

Expiration Date

Until further notice

Requirements

2+ years’ experience in paraplanning
Financial Planning Qualifications or actively working towards it
Are a team player with a passion for financial planning
Can juggle priorities and deliver high-quality work under pressure
Have strong initiative and project management skills
Are confident producing suitability letters and communicating with clients
Are comfortable working independently and managing your own workload

Job Responsibility

Researching products, funds, and financial solutions to support tailored advice
Preparing suitability reports and documentation for client meetings
Highlighting opportunities and areas for improvement in client portfolios
Supporting compliance through pre-sale checks and project work
Driving innovation by contributing to improve team efficiency
Working with AI software to prepare research and advice

What we offer

Complementary range of learning opportunities
Opportunities for progression
6 monthly performance review conversations
Optional monthly 1-2-1s
Opportunity to work with a mentor
Encouraged to get involved in wider firm initiatives

Fulltime

Senior Mortgage and Protection Paraplanner

Flagstone are the largest independent mortgage brokers in Essex, providing indep...

Location

United Kingdom , Chelmsford

Salary:

28000.00 - 32000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Full CeMap (and CeRER also desirable)

Job Responsibility

Communicate & liaise verbally and in writing with Advisers/customers/product providers and relevant staff
Interpret instructions and issues arising and implement actions
Accurate submission of mortgage applications and ensuring initial lender requirements are met
Updating CRM system with clients’ personal information & requirements, ensuring the correct product/s are selected and ensuring client documents are clearly labelled and uploaded to the system in a timely manner
Start worklist for submitted products and adding and relevant notes which will assist MSC
Reviewing obtained customer documentation to check that the Flagstone minimum requirements have been met
Conduct file reviews to a high standard and provide management information on results and outstanding actions
Establish and maintain effective working relationships with co-workers, supervisors and the general public
Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures
Pursue personal development of skills and knowledge necessary for the effective performance of the role

What we offer

bonuses

Fulltime

Team Manager – Processing Operations

As a Team Manager you will work closely with our Operations Manager to ensure yo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one to one basis and in a group environment

Job Responsibility

Day to day oversight and management of one of our Business Processing Teams
Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement
Undertake quarterly one to one’s meetings with individuals and annual appraisals
Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers
Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices
Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
Assess the department’s work load and capacity on a daily basis in order to effectively resource manage
Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time
Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and paraplanners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

New

Senior Data Collection Engineer

We are looking for a Senior Data Collection Engineer to help design, build and o...

Location

Argentina

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Strong experience with JavaScript (ES6+), including advanced concepts and browser internals
Hands-on experience with server-side tracking (GTM Server-Side, custom endpoints, or similar)
Solid understanding of web tracking fundamentals: cookies, localStorage, sessions, identity, consent, attribution
Experience working with event-based data models and structured schemas
Familiarity with cloud environments (GCP preferred, AWS acceptable)
Experience integrating data into a Data Warehouse (Snowflake, BigQuery, etc.)
Ability to reason about data quality, reliability and scalability, not just implementation
Comfortable working autonomously in a cross-functional, fast-moving environment
5+ years of hands-on experience in data collection, tracking implementation, or measurement infrastructure roles
Proven track record designing and maintaining scalable tracking systems in production environments

Job Responsibility

Design and evolve server-side tracking architectures (GTM Server-Side, middleware, APIs, event pipelines)
Implement and maintain first-party data collection systems across web and app
Own complex JavaScript-based tracking logic, both client-side and server-side
Define and enforce tracking standards (events, schemas, identifiers, consent-aware logic)
Ensure tracking data flows reliably into the Data Warehouse (Snowflake) as the source of truth
Build scalable solutions to support marketing, experimentation, SEO, product and partners
Collaborate with Growth, Product, Data Science and Engineering teams on measurement needs
Help evaluate trade-offs between vendors (GA4, Mixpanel, Meta, etc.) and internal systems
Participate in incident analysis, performance tuning and load testing of tracking infrastructure
Contribute to internal documentation and external-facing capability documents for partners

What we offer

40% discount on all Fever events and experiences
Osde 410 as medical insurance
Home office friendly anywhere in Argentina
Responsibility from day one and professional and personal growth
Great work environment with a young, international team of talented people to work with!
English Lessons
Gympass
Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance. (Including Base, Variable, and Stock Options)

Fulltime

New

Bell Attendant

The Bell Attendant is responsible for providing exceptional service to guests up...

Location

China , Taipa, Macao

Salary:

Not provided

Four Seasons

Expiration Date

Until further notice

Requirements

Reading, writing and oral proficiency in Cantonese, Mandarin and English
Strong communication and interpersonal skills
Committed to achieving high levels of service excellence and guest contentment
Knowledge of the local area and attractions is a plus

Job Responsibility

Greet guests upon arrival and departure with a friendly and professional demeanor
Assist guests with their luggage, ensuring safe and efficient handling
Provide information about the hotel facilities, local attractions, and services
Escort guests to their rooms, explaining room features and hotel amenities
Coordinate with other departments to fulfill guest requests and needs
Handle guest inquiries and complaints promptly and professionally
Assist with transportation arrangements, including Taxi, Shuttle and Limousine services
Handle billing and payment transactions efficiently and accurately
Complies with Four Seasons’ Category One and Category Two Work Rules and Standards of Conduct as set forth in EmPact

What we offer

Competitive Salary, wages, and a comprehensive benefits package
Excellent Training and Development opportunities
Employee Discount for stays at any Four Seasons worldwide
Complimentary Dry Cleaning for Employee Uniforms
Complimentary Employee Meals

Fulltime

Senior Paraplanner

IDEX Consulting Ltd

Location:
United Kingdom , Glasgow

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 08, 2026

Expiration:
April 17, 2026

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Senior Paraplanner

IDEX Consulting Ltd

Location:United Kingdom , Glasgow

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 08, 2026

Expiration:April 17, 2026

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Job Posted:
January 08, 2026

Expiration:
April 17, 2026