Paraplanner (Pensions Management)

Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years...

My client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. Preparation of Suitability Reports, Liaising with product provider to collate...

**Paraplanner** **Location: Edinburgh** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...

A tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff. A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner. Alternatively the role could be suited to a near qualified Paraplanner to join the central...

My client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Assist in the on-going due diligence...

A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. In the role you will be...

A new job vacancy has become available with our forward thinking Wealth Manager based in Edinburgh. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers. The company has gone from strength to strength over the past few years and with a prestigious...

Competitive salary - depending on experience and qualifications. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered. Your main role will...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

My client is a growing and highly reputable, stable wealth management practice. Average size of cases vary including higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high...

My client is a growing and highly reputable, stable wealth management practice. Average size of cases vary including higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high...

Job Description My client is a growing and highly reputable, stable wealth management practice. Average size of cases vary including higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting rooms. In...

Fantastic opportunity for a transactional pensions solicitor to join this global law firm within their Legal 500 & Chambers listed pensions department. As part of this established team, one of the largest in the UK, the successful applicant will provide pension scheme advice, transaction support, investment advice and regulatory advice. The role is client...

The Scottish Prison Service (SPS) is an Agency of the Scottish Government, working in partnership with organisations in the public, private and voluntary sectors to deliver safe and secure custodial services that empower offenders to take responsibility and to fulfil their potential. We employ over people in a diverse range of professions across our 13...

My client is a leading pensions firm and they are recruiting for a Senior Pensions Administrator to manage a portfolio of DB schemes and work at the forefront of the team in central Edinburgh. Moving forward they will embrace remote/flexi working. Previous technical defined benefit/ final salary pensions/DC experience is essential, in addition some...

Due to further growth a new vacancy has arisen for a pensions team manager with an inhouse firm working from their Edinburgh office but returning to hybrid working as standard. They can also consider someone with 5+ years experience in DB to work to take their next step and work at the forefront of the team. The successful applicant will be in a role...

My client is a leading pensions consultancy and they are recruiting for a Senior Pensions Administrator / Analyst, Defined contribution /DB to work at the forefront of the team within Edinburgh. Alternatively there is also the option to work in their project and technical team if your preference is for in depth Technical and Analytical work. Previous...

Davies Resourcing is collaborating with a prominent Pensions, Savings, and Investments business based in Edinburgh to find dedicated individuals for the role of Pensions Admin Support. In this position, you will be instrumental in ensuring the satisfaction and success of our client by delivering exceptional service in the realm of pension...

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