Senior Paraplanning Manager

1 week ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Paraplanning Manager Opportunity

Eden 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 standard
  • Liaise with product providers to collate pension and investment information for replacement contracts
  • Provide technical support to the team with paraplanning and research assistance
  • Conduct market research on behalf of our advisers prior to meetings
  • Assist in ongoing due diligence reviews of investment funds and platforms
  • Offer support to our Financial Advisers and Managing Director

Requirements:

To be considered for this role, you must have experience working within an IFA or investment manager. Your background should include both pensions and investments, with excellent report writing skills. You will be a committed, enthusiastic, and flexible individual with the ability to bring new ideas to our firm.

About Eden Scott:

We are a highly respected wealth management firm with a close-knit team. We value our employees and offer opportunities for growth and development. If you are looking for a challenging and rewarding role, please get in touch to discuss this opportunity further.



  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About the RoleThis is an exciting opportunity for an IFA support individual looking to progress their career in paraplanning or develop their skills in report writing.Key ResponsibilitiesProcess applications and maintain client information using back office systems.Contribute to the smooth running of the office alongside other staff members.Support...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About the RoleThis is an exciting opportunity for an IFA support individual looking to progress their career in paraplanning or develop their skills in report writing.Key ResponsibilitiesProcess applications and maintain client information using back office systems.Contribute to the smooth running of the office alongside other staff members.Support...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About 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 time

    About 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 time

    About 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 time

    About 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 Progeny Full time

    About 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 Progeny Full time

    About 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 Progeny Full time

    Progeny 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...


  • Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Progeny 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...


  • Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job 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...


  • Edinburgh, Edinburgh, United Kingdom Sage Lake Senior Living Full time

    Job OpportunityWe are seeking a highly skilled Senior Executive Compensation Specialist to join our team at Sage Lake Senior Living. This role will be based in our Edinburgh or West Yorkshire office, with a hybrid working arrangement that allows for flexibility and work-life balance.The successful candidate will report directly to the Head of Reward and will...


  • Edinburgh, Edinburgh, United Kingdom Sage Lake Senior Living Full time

    Job OpportunityWe are seeking a highly skilled Senior Executive Compensation Specialist to join our team at Sage Lake Senior Living. This role will be based in our Edinburgh or West Yorkshire office, with a hybrid working arrangement that allows for flexibility and work-life balance.The successful candidate will report directly to the Head of Reward and will...


  • Edinburgh, Edinburgh, United Kingdom M&G plc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic and quality-focused Paraplanning team at M&G plc. As a Senior Paraplanner, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met, and providing context to clients...


  • Edinburgh, Edinburgh, United Kingdom M&G plc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic and quality-focused Paraplanning team at M&G plc. As a Senior Paraplanner, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met, and providing context to clients...


  • Edinburgh, Edinburgh, United Kingdom SENIOR SPIRIT OF ROSELLE PARK Full time

    About the RoleWe are seeking a dynamic Senior Strategic Sales Manager with extensive experience of end-to-end business-to-business and direct-to-consumer sales cycles, to join our team at SENIOR SPIRIT OF ROSELLE PARK.Key ResponsibilitiesSales and Retention ManagementCollaborate with the CXO and current Sales and Retention management structure to develop and...


  • Edinburgh, Edinburgh, United Kingdom SENIOR SPIRIT OF ROSELLE PARK Full time

    About the RoleWe are seeking a dynamic Senior Strategic Sales Manager with extensive experience of end-to-end business-to-business and direct-to-consumer sales cycles, to join our team at SENIOR SPIRIT OF ROSELLE PARK.Key ResponsibilitiesSales and Retention ManagementCollaborate with the CXO and current Sales and Retention management structure to develop and...


  • Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time

    About the RoleThis is a stimulating and challenging role that offers great flexibility, the ability to work from home, and a competitive overall compensation package.Key ResponsibilitiesProvide vital support to enhance performance by supporting all budget holders, ensuring they have the necessary information to manage and improve financial and operational...


  • Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time

    Your new role at Hays Senior Finance will provide a stimulating challenge, with great support and training, and flexible working arrangements.About the RoleIn this role, you will be responsible for providing vital support to enhance performance by supporting all budget holders, ensuring they have the necessary information to manage and improve financial and...


  • Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time

    Your new role at Hays Senior Finance will provide a stimulating challenge, with great support and training, and flexible working arrangements.About the RoleIn this role, you will be responsible for providing vital support to enhance performance by supporting all budget holders, ensuring they have the necessary information to manage and improve financial and...