Current jobs related to Paraplanner - Edinburgh - Recruit UK | Certified B Corp™

  • Paraplanner

    4 weeks ago

    Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together...

  • Paraplanner

    1 month ago

    Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together...

  • Paraplanner

    1 month ago

    Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together...

  • Paraplanner

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners and Directors in delivering exceptional client service.Key Responsibilities:Attend client meetings and provide technical support as requiredCommunicate...

  • Paraplanner

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners and Directors in delivering exceptional client service.Key Responsibilities:Attend client meetings and provide technical support as requiredCommunicate...

  • Paraplanner

    6 months ago

    Edinburgh, United Kingdom Eden Scott Full time

    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. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Paraplanner

    5 days ago

    Edinburgh, United Kingdom Eden Scott Full time

    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. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...

  • Paraplanner

    6 months ago

    Edinburgh, United Kingdom Eden Scott Full time

    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. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

  • Paraplanner Manager

    3 weeks ago

    Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner Manager Job OpportunityEden Scott, a specialist in Financial Services recruitment, is seeking a Paraplanner Manager to join their team. This is an excellent opportunity for a senior or technical paraplanner to take the next step in their career and manage a successful close-knit team.Key Responsibilities:Recruit, manage, train, and develop...

  • Financial Paraplanner

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

  • Financial Paraplanner

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

  • Paraplanner

    5 months ago

    Edinburgh, United Kingdom Chase de Vere Full time

    Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

  • Paraplanner

    5 months ago

    Edinburgh, United Kingdom Chase de Vere Full time

    Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

  • Assistant Paraplanner

    2 weeks ago

    Edinburgh, United Kingdom CV-Library Full time

    Role: Assistant Paraplanner Location: Edinburgh Salary: Up to £30,000 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...

  • Senior Paraplanner

    1 month ago

    Edinburgh, United Kingdom Eden Scott Full time

    Exciting Opportunity for a Paraplanner/Senior ParaplannerEden Scott is seeking an experienced Paraplanner/Senior Paraplanner to join their team in Edinburgh. This is a rare and exciting opportunity to support the planners during a period of growth.The role will involve:Preparation of Suitability ReportsLiaising with product providers to collate pension and...

  • Senior Paraplanner

    1 month ago

    Edinburgh, United Kingdom Eden Scott Full time

    Exciting Opportunity for a Paraplanner/Senior ParaplannerEden Scott is seeking an experienced Paraplanner/Senior Paraplanner to join their team in Edinburgh. This is a rare and exciting opportunity to support the planners during a period of growth.The role will involve:Preparation of Suitability ReportsLiaising with product providers to collate pension and...

  • Financial Paraplanner

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

  • Financial Paraplanner

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

  • Financial Paraplanner

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

  • Financial Paraplanner

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Title: Financial ParaplannerEden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.Key Responsibilities:Assist in the on-going due diligence...

Paraplanner

2 months ago

Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you an experienced Paraplanner looking for a new opportunity in Edinburgh?


A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.


You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together suitability reports. Utilising software’s like Best Practice and Enable, you will provide full Paraplanning support. In the future, there’s opportunity to move into a more client facing position and full funding for qualification support.


This team is going through an exciting phase of growth and are really excited to welcome their next Paraplanner.


Open to fully or part qualified but at least 2 years experience in a Paraplanning position.


What’s in it for you?

- Friendly, collaborative team

- Central Edinburgh offices

- DIS (x2)

- Income Protection

- Flexible working


Job Title: Paraplanner

Location: Edinburgh

Salary: £35-45k

REF: 9180