Senior Paraplanner
3 weeks ago
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 services products, receiving incoming telephone calls, maintaining client records on Intelligent Office (IO), updating client information, and ensuring all client correspondence is uploaded to IO.
Key Responsibilities:- Write reports for financial services products including ISA's and pensions
- Receive incoming telephone calls and deal or redirect as appropriate
- Maintain client records on Intelligent Office (IO)
- Update client information on IO and inform adviser accordingly
- Ensure all client letters, company information, and correspondence are uploaded to IO
In return, you will receive an excellent salary of around £25,000-£30,000 per annum, depending on experience, plus a bonus and opportunities for professional development.
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Senior Paraplanner Role
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Career Opportunity for a ParaplannerA reputable chartered financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join its team due to continued growth and success. The company has a strong reputation and offers opportunities for career development, whether as a paraplanner or transitioning to financial...
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Senior Paraplanner Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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...
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Edinburgh Paraplanner
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe 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...
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Paraplanner Support Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout 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...
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Senior IFA Paraplanner Role
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWe 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...
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Senior IFA Paraplanner Position
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeA 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...
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Senior Paraplanning Position
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeSenior 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...
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Senior Financial Services Team Member
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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,...
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Senior Financial Services Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob 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...
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Senior Paraplanning Role
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeSenior 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...
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Senior Financial Services Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden 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...
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Paraplanner Team Lead
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout 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...
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Senior Financial Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Summary:A leading financial advice firm in Edinburgh seeks an experienced professional to support their team as a Paraplanner or Senior Paraplanner. This role is ideal for individuals with a diploma in a related field or those looking to develop their skills internally.About the Role:The successful candidate will enjoy flexible hybrid working, exam...
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Senior Wealth Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionAs a Senior Paraplanner, Manager, you will be responsible for supporting financial advisers in the delivery of high-quality advice to clients. This includes technical research, report writing, and meeting attendance.You will work closely with the advisory team to understand client needs, develop strategies, and implement recommendations....
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Senior Financial Planner Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout Eden ScottEden Scott is a leading financial planning and investment management company with offices throughout the country.Job Title: Senior Paraplanner, ManagerWe are currently seeking a highly skilled and experienced Senior Paraplanner to join our team in either our Edinburgh or Glasgow office. The successful candidate will provide essential support...
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Paraplanning Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAre you a skilled paraplanner looking to advance your career in financial advice?Job DescriptionWe are seeking an experienced paraplanner or senior paraplanner to join our team at Eden Scott, a leading financial advice firm based in Edinburgh. As a paraplanner with this company, you will have the opportunity to work with a close-knit and professional...
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Paraplanning Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeRare Opportunity for a Paraplanning ProfessionalA leading chartered financial advice firm in Scotland seeks an experienced paraplanner or senior paraplanner to support its continued growth and success. The company has a strong reputation and supports career development, whether as a paraplanner or transitioning to financial advice.Key...
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Paraplanning and Advisory Assistant
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionWe are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh, offering a unique opportunity to develop your skills and further your career.The successful candidate will be responsible for providing technical support, communicating effectively with clients, and preparing client reports and suitability...
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Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob DescriptionWe are seeking a highly skilled Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. This is an exceptional opportunity for an experienced Paraplanner or Senior Paraplanner to further their career and utilise their expertise.The role will involve:Preparation of Suitability ReportsLiaising with...
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Paraplanning Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Title:A seasoned paraplanner / senior paraplanner is sought after by a prestigious chartered financial advice firm in Edinburgh, driven by continuous growth. The company has garnered awards and enjoys a reputation for excellence within the industry.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to obtain pension...