Paraplanner / Trainee Paraplanner
3 weeks ago
Paraplanner / Trainee Paraplanner Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide technical support to financial planners by analyzing and modelling various financial scenarios -Draft well written and effective advice containing all the relevant information that clients need to be aware of including conclusions and recommendations -Attend client meetings alongside the advice team to conduct research Background of the Paraplanner / Trainee Paraplanner: -Experience working in a Financial Planning/Advice firm -Experience working as a Paraplanner or strong interest in becoming a Paraplanner -Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications ‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.
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Paraplanner / Trainee Paraplanner
6 days ago
City of Edinburgh, United Kingdom Meraki Talent Full timeMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Location: EdinburghParaplanner / Trainee Paraplanner - EdinburghResponsibilitiesWork with the financial planning and client service teams to deliver an excellent level of client serviceProvide technical support to financial...
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Paraplanner
1 hour ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £28,000 to £35,000 plus exam support and benefits Paraplanner required by this regional wealth manager which has been providing generational advice to it's client portfolio for over 50 years. Paraplanner required to operate across a wide range of Private Client advice and offer real input to the adviceprocess. As the Paraplanner you will be...
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Paraplanner
2 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £28,000 to £35,000 plus benefits and exam support Paraplanner required by this long-established wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning, investmentsand tax. As the Paraplanner you will be...
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Paraplanner
2 weeks ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £27,000 to £34,000 plus benefits, bonus and exam support Paraplanner required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining one of the largest paraplanning...
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Paraplanner
3 weeks ago
Edinburgh, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location Remote Salary Up to £45k (depending on experience) + excellent benefits package A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and...
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Paraplanner
2 weeks ago
Edinburgh, United Kingdom mbf. Full timeParaplanner - Flexible Hybrid WorkingLocation: Edinburgh (2 days WFH per week)Salary: £38,000 - £47,000 plus excellent company benefitsJob Type: Full-time | Permanent | Hybrid working A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who...
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Paraplanner
2 days ago
Edinburgh, United Kingdom JohnstonGreer Full time**Paraplanner** **Location: Edinburgh** **Salary: £30,000 to £36,000 plus benefits and full exam support** Paraplanner required by this regional, long-established Financial Advice firm to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement...
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Senior Paraplanner
6 days ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain...
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Paraplanner
1 hour ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £25,000 to £32,000 plus benefits and full exam support JohnstonGreer is working with a regional, long-established wealth manager that is looking to recruit a Paraplanner to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Clientadvice including retirement...
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Paraplanner
1 week ago
Edinburgh, United Kingdom mbf. Full time**Paraplanner - National HNW Wealth Manager - Salary negotiable to £45K plus Bonus and Benefits - Edinburgh - Progression available** MBF are currently working with a growing National Wealth Management Organisation who are looking to add an experienced Paraplanner to their team in Edinburgh - This company, already a top 10 UK Wealth Manager, have big plans...