Paraplanning Expert
1 month ago
We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth and success of our business.
Key Responsibilities:- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information
- Providing technical support to the team with paraplanning and research support
- Carrying out market research on behalf of your adviser prior to meeting
- Assisting in the on-going due diligence reviews of investment funds and Platforms
- Providing appropriate support to the Financial Adviser / MD
- Experience as a Paraplanner, either having completed your exams or made significant progress towards them
- Background in both Pensions and Investments with excellent report writing skills
- Experience of using research tools such as FE Analytics, ideally knowledge of Intelligent Office
- An excellent opportunity to develop your experience and further your career
- An attractive package, hybrid working, further study support, and the chance to join us during a growing time in our history
We are a close-knit and warm, professional business team that values collaboration and knowledge sharing. If you are a committed, enthusiastic, and flexible individual with the ability to bring new ideas to the firm, we would love to hear from you.
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Financial Planner
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Edinburgh, Edinburgh, United Kingdom GCB Recruitment Full timeGCB Recruitment is seeking a highly skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including pensions and investments. The ideal candidate will have a Level 4 qualification or be Chartered, with a proven track record of success in building rapport with new and...
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Financial Planner
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Edinburgh, Edinburgh, United Kingdom GCB Recruitment Full timeGCB Recruitment is seeking a highly skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including pensions and investments. The ideal candidate will have a Level 4 qualification or be Chartered, with a proven track record of success in building rapport with new and...
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Edinburgh, Edinburgh, United Kingdom GCB Recruitment Full timeGCB Recruitment is seeking a highly skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including pensions and investments. The ideal candidate will have a Level 4 qualification or be Chartered, with a proven track record of success in building rapport with new and...
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Financial Planner
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Edinburgh, Edinburgh, United Kingdom GCB Recruitment Full timeGCB Recruitment is seeking a highly skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including pensions and investments. The ideal candidate will have a Level 4 qualification or be Chartered, with a proven track record of success in building rapport with new and...
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Financial Planner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom GCB Recruitment Full timeGCB Recruitment is seeking a highly skilled Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including pensions and investments. The ideal candidate will have a Level 4 qualification or be Chartered, with a proven track record of success in building rapport with new and...
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Financial Planning Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time £60,000Unlock Your Potential as a Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at Recruit UK | Certified B Corp®ment. As a key member of our team, you will have the opportunity to work with a loyal client base and generate new business.Key Responsibilities:Provide holistic financial planning that delivers...
