Paraplanner
3 weeks ago
We are currently working with a leading National Wealth Manager in Edinburgh who through demand are looking to expand their paraplanning team.
They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent retirees. They offer a full range of planning services including Investment, Pension, Tax-efficient solutions, IHT, andProtection.
To be considered for the position you must have some Paraplanning experience within an IFA or Financial Planning business carrying out proper financial planning research and report writing. Being Level 4 Diploma qualified is a minimum and its a bonus ifyou are Chartered or working towards.
They are looking to be competitive on salary for the right person depending on experience and qualifications and are open to flexible working and how that would look.
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Paraplanner
1 month ago
Edinburgh, United Kingdom Ortus PSR Full time**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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeJob 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
7 hours ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
12 hours ago
Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionA 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
12 hours ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Pension Paraplanner
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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...
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Paraplanner (Pensions Management)
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeA 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 to come. ...
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Paraplanner (Pensions Management)
2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeA 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 to come. ...
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Paraplanner (Pensions Management)
4 days ago
Edinburgh, United Kingdom Eden Scott Full timeJob 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...
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Senior Paraplanner
2 days ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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. The role will be exceptionally in depth with client facing elements as and when...
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Paraplanner - Investment management, HNW
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner Manager
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeMy 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...
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DB Transfer Specialist, Senior Paraplanner
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Paraplanner (Pensions Management)
2 days ago
Edinburgh, United Kingdom Burgh Recruitment Limited Full timedepending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through...