Current jobs related to Financial Paraplanner - Aberdeen, Aberdeen City - Eden Scott
-
Financial Planning Specialist
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our Wealth Management team in Scotland. As a key member of our team, you will be responsible for producing compliant and detailed suitability reports for Level 3 solutions.Key ResponsibilitiesCarry out market comparisons and research in line with level 3 solutionsProvide...
-
Financial Planning Specialist
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our Wealth Management team in Scotland. As a key member of our team, you will be responsible for producing compliant and detailed suitability reports for Level 3 solutions.Key ResponsibilitiesCarry out market comparisons and research in line with level 3 solutionsProvide...
-
DB Financial Planner
2 months ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeWe are seeking an experienced Paraplanner to join our team at IDEX Consulting, a well-established Independent Financial Adviser firm.Main Responsibilities:As a Paraplanner, your primary duties will be to provide technical support, conduct thorough research of financial products using various tools, and create bespoke reports.Key Areas of Focus:You will be...
-
Financial Planning Professional
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner seeking to combine your skills with the delivery of advice?IDEX Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a...
-
Financial Planning Advisor
2 months ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeRole OverviewIDEX Consulting is seeking a highly skilled and motivated individual to join our team as a Financial Planning Professional. This is an exciting opportunity for a newly qualified adviser or a level 4 qualified Paraplanner to take their career to the next level.Key ResponsibilitiesExecute the delivery of the Regional Business plan through...
-
Financial Planning Advisor
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeRole OverviewIDEX Consulting is seeking a highly skilled and motivated individual to join our team as a Financial Planning Professional. This is an exciting opportunity for a newly qualified adviser or a level 4 qualified Paraplanner to take their career to the next level.Key ResponsibilitiesExecute the delivery of the Regional Business plan through...
-
Financial Planning Professional
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeRole OverviewIDEX Consulting is seeking a highly skilled and motivated individual to join our team as a Financial Planning Professional. This is an exciting opportunity for a newly qualified adviser or a level 4 qualified Paraplanner to take their career to the next level.Key ResponsibilitiesExecute the delivery of the Regional Business plan through...
-
Financial Planning Professional
2 months ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ExpertAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate individual who excels in delivering exceptional client service to join our team.The Role:As a key member of our...
-
Financial Planning Associate
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a Financial...
-
Financial Planning Associate
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a Financial...
-
Financial Planning Associate
1 month ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a Financial...
-
Financial Planning Associate
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a Financial...
-
Financial Planning Associate
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeUnlock Your Potential as a Financial Planning ProfessionalAre you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner eager to take your role to the next level? IDex Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.The Role:As a Financial...
-
Financial Services Specialist
2 months ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeIDEX Consulting Ltd is seeking a skilled Paraplanner to support their Independent Financial Adviser firm in Aberdeen. The ideal candidate will provide technical expertise, conduct thorough research on various financial products, and create bespoke reports. Key responsibilities include working with pensions, investments, tax, and protection products, as well...
-
Financial Planning Specialist
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Johnston Carmichael Wealth. As a key member of our technical support team, you will be responsible for producing high-quality suitability reports for Level 3 solutions. Your expertise in cashflow modelling, esoteric investments, and training will be invaluable in supporting our team...
-
Financial Planning Professional
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeRole OverviewIDEX Consulting is seeking a skilled Financial Planning Administrator to join our team. As a key member of our team, you will be responsible for delivering high-quality financial planning services to our clients.Key ResponsibilitiesUndertake broad financial planning to ensure each client's goals are fully understood and the most appropriate...
-
Administration Pensions Specialist
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeParaplanner Opportunity at Eden ScottEden Scott, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work within a highly respected firm, offering an excellent salary, benefits, and bonus.As a Paraplanner, you will be responsible for providing administrative support to the...
-
Administration Pensions Specialist
3 weeks ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeParaplanner Opportunity at Eden ScottEden Scott, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work within a highly respected firm, offering an excellent salary, benefits, and bonus.As a Paraplanner, you will be responsible for providing administrative support to the...
-
Administration Pensions Specialist
1 month ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeParaplanner Opportunity at a Growing IFA PracticeOur client, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work with a highly respected firm in the Scotland.Key Responsibilities:Support the team in delivering high-quality financial services to clientsContribute to the...
-
Administration Pensions Specialist
1 month ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeParaplanner Opportunity at a Growing IFA PracticeOur client, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work with a highly respected firm in the Scotland.Key Responsibilities:Support the team in delivering high-quality financial services to clientsContribute to the...
Financial Paraplanner
2 months ago
We are seeking an experienced Paraplanner to join our team at Eden Scott. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers and contributing to the success of our business.
Key Responsibilities- Preparation of Suitability Reports: You will be responsible for preparing comprehensive suitability reports for our clients, ensuring that all relevant information is accurately presented and up-to-date.
- Liaising with Product Providers: You will work closely with product providers to collate pension and investment information, ensuring that our clients receive the best possible advice and support.
- Technical Support and Research: You will provide technical support to our team, assisting with paraplanning and research tasks to ensure that our clients receive the highest level of service.
- Market Research and Due Diligence: You will conduct market research on behalf of our Financial Advisers, providing valuable insights and recommendations to inform their decision-making.
- Support to Financial Advisers: You will provide administrative support to our Financial Advisers, ensuring that they have the information and resources they need to deliver exceptional client service.
To be considered for this role, you will need to have a strong background in paraplanning and financial services, with excellent report writing skills and a keen eye for detail. You will also need to be a team player, with excellent communication and interpersonal skills.
