Senior Administrator/Paraplanning Professional
6 days ago
This is an exciting opportunity for an IFA support individual looking to progress their career in paraplanning or develop their skills in report writing.
Key Responsibilities- Process applications and maintain client information using back office systems.
- Contribute to the smooth running of the office alongside other staff members.
- Support commission and fee reconciliations, and input client data onto platforms.
We are looking for someone with financial exams passed, who is eager to progress towards Diploma status. This role will provide a rare opportunity to be a valued part of the practice and develop your skills in paraplanning.
What We OfferIn return, you will receive a competitive basic package, flexible working, and the chance to work in a warm and friendly office environment.
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Senior Administrator/Paraplanning Professional
2 weeks ago
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...
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Senior Administrator/Paraplanning Professional
2 weeks ago
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...
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Senior Administrator/Paraplanning Professional
2 weeks ago
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...
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Senior Administrator/Paraplanning Professional
2 weeks ago
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...
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Paraplanning Professional
2 weeks 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...
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Paraplanning Professional
3 weeks 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...
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Paraplanning Professional
3 weeks 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...
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Paraplanning Professional
2 weeks 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...
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Paraplanning Professional
3 weeks 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...
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Paraplanning Professional
3 weeks 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...
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Paraplanning Professional
2 weeks 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...
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Paraplanning Professional
2 weeks 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...
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Paraplanning Professional
2 weeks 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...
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Senior Paraplanning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanning Manager OpportunityEden Scott is seeking an experienced Paraplanning Manager to join our team. As a key member of our wealth management firm, you will play a crucial role in supporting our financial advisers and contributing to the growth of our business.Key Responsibilities:Prepare Suitability Reports to the highest standardLiaise with product...
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Senior Paraplanning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanning Manager OpportunityEden Scott is seeking an experienced Paraplanning Manager to join our team. As a key member of our wealth management firm, you will play a crucial role in supporting our financial advisers and contributing to the growth of our business.Key Responsibilities:Prepare Suitability Reports to the highest standardLiaise with product...
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Paraplanning Expert
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner Opportunity at Eden ScottWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial advice firm, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...
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Paraplanning Expert
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner Opportunity at Eden ScottWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial advice firm, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...
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Paraplanning Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeProgeny is a dynamic and forward-thinking firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled Paraplanner to join our team in Edinburgh and contribute to the delivery of exceptional client outcomes. This is an exciting opportunity for a motivated and detail-oriented individual to play a key role in...
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Paraplanning Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Progeny Full timeProgeny is a dynamic and forward-thinking firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled Paraplanner to join our team in Edinburgh and contribute to the delivery of exceptional client outcomes. This is an exciting opportunity for a motivated and detail-oriented individual to play a key role in...
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Paraplanning Professional
3 weeks 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...