Financial Paraplanner
6 days ago
Eden 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 reviews of investment funds and platforms
- Provide support to the Financial Adviser/MD
- Collaborate with the team to achieve business objectives
- Experience as a Paraplanner within an IFA
- Completed exams or significant progress towards completion
- Strong knowledge of pensions and investments
- Excellent report writing skills
- Cash flow modelling experience
- Familiarity with research tools such as FE Analytics
This is an excellent opportunity to join a highly respected wealth management firm in Edinburgh. As a Paraplanner, you will have the chance to work closely with the team and contribute to the firm's success. If you are a motivated and enthusiastic individual with a passion for financial services, we encourage you to apply.
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Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...
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Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior Paraplanner OpportunityA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Key Responsibilities:Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and...
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Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner/Senior ParaplannerA leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.Attend client meetings as required alongside Financial Planners and DirectorsProvide technical support to the Financial Planners and DirectorsResearch and prepare...
-
Financial Paraplanner
5 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner OpportunityEden Scott is seeking an experienced paraplanner or senior paraplanner to join their team in Edinburgh. This is an excellent opportunity to work with a leading financial advice firm that offers flexible hybrid working, exam support, and excellent benefits.Key Responsibilities:Attend client meetings as required alongside Financial...
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Financial Paraplanner
5 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner OpportunityEden Scott is seeking an experienced paraplanner or senior paraplanner to join their team in Edinburgh. This is an excellent opportunity to work with a leading financial advice firm that offers flexible hybrid working, exam support, and excellent benefits.Key Responsibilities:Attend client meetings as required alongside Financial...
-
Financial Paraplanner
5 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner or Senior Paraplanner OpportunityEden Scott is seeking an experienced paraplanner or senior paraplanner to join their team in Edinburgh. This is an excellent opportunity to work with a leading financial advice firm that offers a dynamic and supportive work environment.Key Responsibilities:Attend client meetings and work closely with financial...
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Financial Paraplanner
6 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner or Senior Paraplanner OpportunityEden Scott is seeking an experienced paraplanner or senior paraplanner to join their team in Edinburgh. This is an excellent opportunity to work with a leading financial advice firm that offers a dynamic and supportive work environment.Key Responsibilities:Attend client meetings and work closely with financial...
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Financial Paraplanner
9 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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
5 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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
6 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner in EdinburghA leading chartered financial advice firm in Edinburgh is seeking an experienced paraplanner to join their team due to continued growth and expansion.The ideal candidate will have a strong background in pensions and investments, with excellent report writing skills and the ability to provide support to...
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Financial Paraplanner
5 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner in EdinburghA leading chartered financial advice firm in Edinburgh is seeking an experienced paraplanner to join their team due to continued growth and expansion.The ideal candidate will have a strong background in pensions and investments, with excellent report writing skills and the ability to provide support to...
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Financial Paraplanner
4 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner in EdinburghA leading chartered financial advice firm in Edinburgh is seeking an experienced paraplanner to join their team due to continued growth and expansion.The ideal candidate will have a strong background in pensions and investments, with excellent report writing skills and the ability to provide support to...
-
Financial Paraplanner
5 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner in EdinburghA leading chartered financial advice firm in Edinburgh is seeking an experienced paraplanner to join their team due to continued growth and expansion.The ideal candidate will have a strong background in pensions and investments, with excellent report writing skills and the ability to provide support to...
