Paraplanning Professional
7 days ago
Job Title: Paraplanner
About the Role:
We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.
Key Responsibilities:
- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes.
- Prepare complex research and recommendations across a wide range of Financial Planning solutions.
- Prepare findings ahead of client meetings.
- Preparing suitability reports based on suitable client outcomes.
- Ad hoc project work.
Requirements:
- Attained or working towards the Diploma in Regulated Financial Planning.
- Experience working in a financial services environment.
- Strong understanding of financial products and services.
- Excellent administrative, research, report writing skills.
What We Offer:
As a Paraplanner at IDEX Consulting Ltd, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the delivery of high-quality financial planning solutions to our clients.
-
Paraplanning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA leading financial services firm, committed to delivering exceptional client experiences, is seeking a skilled Paraplanner to join their team in Edinburgh.This is an exciting opportunity to work alongside a dedicated team of professionals, providing high-quality support to a range of financial planners and advisers.As a Paraplanner, you will...
-
Paraplanning Professional
4 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin Our Team as a ParaplannerWe are a leading Chartered Financial Planning Firm in Edinburgh, dedicated to providing high-quality, independent financial planning services to our loyal client base. We are seeking a skilled Paraplanner to join our team and support our advisers in producing client recommendations and compiling suitability reports.As a...
-
Paraplanning Professional
4 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeExperienced Paraplanner Wanted for a Dynamic TeamA leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team of professionals. As a Paraplanner, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.You will have the opportunity to...
-
Paraplanning Professional
5 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin Our Team as a ParaplannerWe are a leading Chartered Financial Planning Firm in Edinburgh, dedicated to providing high-quality, independent financial planning services to our loyal client base. We are seeking a skilled Paraplanner to join our team and support our advisers in producing client recommendations and compiling suitability reports.As a...
-
Paraplanning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeExperienced Paraplanner Wanted for a Dynamic TeamA leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team of professionals. As a Paraplanner, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.You will have the opportunity to...
-
Paraplanning Professional
4 days ago
Edinburgh, Edinburgh, United Kingdom M&G plc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a key member of our Paraplanning team, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesConduct in-depth...
-
Paraplanning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom M&G plc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a key member of our Paraplanning team, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesConduct in-depth...
-
Paraplanning Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Progeny. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport Financial Planners in research and analysis to meet client...
-
Paraplanning Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Progeny. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners in delivering exceptional client outcomes.Key ResponsibilitiesSupport Financial Planners in research and analysis to meet client...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role:We are seeking a highly organized and detail-oriented Senior Administrator/Paraplanning Professional to join our team at Eden Scott. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Administrative Support: Provide day-to-day administrative...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role:We are seeking a highly organized and detail-oriented Senior Administrator/Paraplanning Professional to join our team at Eden Scott. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Administrative Support: Provide day-to-day administrative...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role:We are seeking a highly organized and detail-oriented Senior Administrator/Paraplanning Professional to join our team at Eden Scott. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Administrative Support: Provide day-to-day administrative...
-
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role:We are seeking a highly organized and detail-oriented Senior Administrator/Paraplanning Professional to join our team at Eden Scott. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Administrative Support: Provide day-to-day administrative...
-
Paraplanning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000About the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching...
-
Paraplanning Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full timeJob Title: ParaplannerAbout the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find...
-
Paraplanning Professional
4 days ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full timeJob Title: ParaplannerAbout the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find...
-
Financial Planning Assistant
4 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeExperienced Paraplanner Wanted for a Dynamic TeamA leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team. As a Paraplanning Professional, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.You will have the opportunity to work...
-
Financial Planning Assistant
7 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeExperienced Paraplanner Wanted for a Dynamic TeamA leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team. As a Paraplanning Professional, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.You will have the opportunity to work...
-
Financial Planning Assistant
6 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA leading financial services firm, Recruit UK | Certified B Corp™, is seeking a skilled Paraplanner to join their team in Edinburgh. As a Paraplanning Professional, you will play a crucial role in supporting a team of financial planners in producing client recommendations and compiling suitability reports.Key Responsibilities:Provide full...
-
Wealth Management Support Specialist
6 days ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA leading financial services firm, committed to delivering exceptional client experiences, is seeking a skilled Paraplanner to join their team in Edinburgh.This is an exciting opportunity to work alongside a dedicated team of professionals, providing high-quality support to a range of financial planners and advisers.As a Paraplanner, you will...