Senior Paraplanner Role

We are seeking an experienced Senior IFA Paraplanner to join our expanding Edinburgh office. As a vital member of our team, you will be responsible for preparing detailed reports, conducting research, and reviewing investment and financial data for our HNW clients.To succeed in this role, you will need a strong understanding of whole-of-market/IFA principles...

Job Description: Paraplanner Role in EdinburghIDEX Consulting has a new opportunity for an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre. This role involves supporting Financial Advisers in preparing recommendations for clients.Key Responsibilities:Attend client meetings and identify necessary informationCarry out technical...

Job Opportunity in EdinburghA rare and exciting opportunity has become available for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards, and their reputation amongst the best in the industry is well-deserved.The role will be exceptionally...

At IDEX Consulting, we are seeking a highly motivated and experienced Trainee Paraplanner to join our dynamic team in Edinburgh. As a Trainee Paraplanner, you will have the opportunity to develop your skills and knowledge in financial services products including ISA's and pensions. Your responsibilities will include writing reports for various financial...

About the Role:We are seeking a knowledgeable Paraplanner or Senior/Paraplanner Team Leader to join our dynamic team in Edinburgh or Glasgow office, supporting our growth strategy.Key Tasks:Support financial advisers with technical research and report writingParticipate in meetings as requiredContribute to cashflow modelling, pensions, investment, and...

We are recruiting a highly skilled paraplanner or senior paraplanner to join our Edinburgh-based team at Eden Scott. As a key member of our team, you will be responsible for delivering high-quality paraplanning services to our clients, supporting our financial advisers, and contributing to the growth and success of our firm.Requirements:Diploma minimum in...

Senior Paraplanning PositionEden Scott, a well-established chartered financial advice firm based in Edinburgh, is seeking a skilled Senior Paraplanner to join their dynamic team. This exciting opportunity has arisen due to business expansion and growth.The primary responsibilities of this role include preparing complex suitability reports, collaborating with...

About the RoleThis is an excellent opportunity for a skilled Trainee Paraplanner to join our team at IDEX Consulting in Edinburgh.We are looking for someone with previous experience in the IFA industry and who is working towards their diploma in financial services.Duties:Develop and maintain reports for financial services products including ISAs and...

A challenging and rewarding role has arisen for a Senior IFA Administrator or Paraplanner to join our busy office in Edinburgh. The successful candidate will have a proven track record in whole of market/IFA environment or provider, with expertise in report writing and research.This is an excellent opportunity for an experienced professional to take their...

A leading wealth management firm based in Edinburgh seeks an experienced Paraplanner to join their team. The successful candidate will play a crucial role in preparing reports, managing teams, and contributing to the investment committee.To be considered for this position, you must have a proven track record in paraplaning within an IFA, either having...

We are looking for an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre.Job RequirementsEnsure that all FCA, regulatory, industry and compliance standards are metAssist in the preparation of recommendations, including cash flow modelling scenariosThe successful candidate will have excellent technical knowledge of financial services...

Job Title: Paraplanner - Financial ServicesWe are looking for a talented Paraplanner - Financial Services to support our team in Edinburgh. The ideal candidate will have excellent communication skills and experience in financial services.About the Role:Develop and maintain client contact and relationships.Key Responsibilities:Attend client meetings alongside...

Role DescriptionThis is an exciting opportunity for a motivated individual to join our Wealth team as a Paraplanner and Technical Advisor. As a key member of the team, you will provide high-quality support to our financial planners by producing detailed suitability reports, developing cashflow models, and conducting market research.RequirementsHolds a...

A talented Paraplanner is required to support our growing Edinburgh office at Eden Scott. As a senior IFA administrator or paraplanner, you'll play a vital role in driving business success and delivering exceptional client service.Your primary responsibilities will involve producing reports, conducting research, and analyzing investment and financial data....

Senior Paraplanning Role AvailableA chartered financial advice firm in Edinburgh is seeking a highly experienced paraplanner or senior paraplanner to join their team. With a strong reputation and commitment to career development, this is an excellent opportunity for a skilled paraplanner to take their career to the next level.The ideal candidate will have...

Role Overview:We are seeking an experienced Financial Paraplanner to join our Wealth team in Scotland. This is an exciting opportunity for a skilled professional to provide high-quality support to our financial planners.The ideal candidate will have a strong understanding of financial services, excellent communication skills and the ability to work...

Job Summary:We require an experienced Paraplanner or Senior/Paraplanner Team Leader to provide support to our financial advisers and contribute to our growth strategy in Edinburgh or Glasgow office.Main Responsibilities:Deliver technical research and report writing support to financial advisersParticipate in meetings as neededAssist with financial planning,...

Job OverviewWe are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. This role is ideal for individuals with a diploma in financial planning or those looking to develop their skills internally.The successful candidate will have strong technical knowledge and excellent communication skills, allowing them to provide...

Eden Scott, a reputable chartered financial advice firm in Edinburgh, seeks an experienced paraplanner/senior paraplanner to join their dynamic team due to expansion.This challenging role involves:Developing in-depth Suitability Reports that align with industry standardsLiaising with product providers to collect pension and investment data for replacement...

About the RoleWe are seeking a Senior Paraplanner to join our team in either Edinburgh or Glasgow. The successful candidate will be responsible for providing support to our financial advisers through technical research and report writing.The ideal candidate will have strong communication and interpersonal skills, as well as the ability to work effectively in...