Paraplanner and Technical Advisor

About the JobWe are seeking a highly skilled Senior Paraplanner Advisor to join our financial planning team. The successful candidate will have a strong background in paraplanning, report writing experience, and exposure to a broad range of financial products. They will be responsible for managing a very large portfolio of clients, typically with AUA below...

About the RoleThis is a rare opportunity to join our company as a Paraplanner or Senior/Paraplanner Team Leader, working on a hybrid basis from our offices. You will be responsible for supporting our financial advisers with technical research and report writing.The ideal candidate will have hands-on exposure to clients, be a vital part of the advice process,...

We are looking for a skilled Paraplanner to support our IFA Practice in Edinburgh City Centre. The successful candidate will work closely with our Financial Adviser to ensure that clients' recommendations are prepared accurately and efficiently.Key ResponsibilitiesAttend client meetings and identify areas for planningCarry out technical calculations and...

Key Job DutiesThe successful candidate will be responsible for:Overseeing Paraplanning operations and ensuring timely delivery of high-quality reports,Managing a team of Paraplanners, providing guidance, support, and feedback,Developing and implementing process improvements to increase efficiency and productivity,Collaborating with other teams to ensure...

We are seeking a professional to join our Scottish team as a financial advisor. The role involves working from home with access to meeting rooms in central locations. The ideal candidate will have diploma qualifications in financial advice and proven experience as a successful adviser.About the RoleThis is an excellent opportunity to work for a leading...

Job Title: Senior Power Systems Technical AdvisorJob Description:We are seeking a senior power systems technical advisor to join our team. This role would be based in a suitable location, with a flexible mixture of home-working and office collaboration time expected. We also welcome applicants wishing to work part-time.Key Responsibilities:Deliver innovative...

Job OverviewWe are seeking an experienced Paraplanner or Senior/Paraplanner Team Leader to join our team in Edinburgh or Dundee office. The successful candidate will provide essential support to our financial advisers through technical research and report writing.

Paraplanner RoleEden Scott is a leading financial advice firm based in Edinburgh, and we're seeking an experienced Paraplanner to join our team.As a Paraplanner, you'll be responsible for providing technical support to our Financial Planners and Directors, communicating with clients, and preparing client advice.Your primary duties will include:Attending...

Eden Scott is a reputable wealth management practice seeking an experienced IFA to join their team. This is an excellent opportunity for a skilled professional to leverage their expertise and contribute to the company's growth.The job will be based either at home or in the office, offering flexibility and convenience. You will have access to a local office,...

We are seeking a senior financial advisor to join our Scottish team. As a key member of our team, you will be responsible for providing exceptional client service and working collaboratively with our existing advisors. The role offers a competitive salary and a range of benefits.About the CompanyEden Scott is a specialist recruitment agency in Financial...

We are looking for a talented Paraplanning Team Lead to join our team at IDEX Consulting in Glasgow and Edinburgh.About the PositionThis is a fantastic opportunity to work in a dynamic and growing firm with a significant presence in Glasgow and Edinburgh. The successful candidate will be responsible for recruiting, managing, training, and developing skilled...

Senior Technical Specialist - Environmental Regulatory AdvisorScotland Wide (Geog)We are trusted to serve Scotland, operating in a closely regulated environment. Our Waste Water Strategy & Environmental Team plays a pivotal role in building trust with external stakeholders and regulators.Key Responsibilities:You will provide regulatory support to the West...

We are seeking an experienced Paraplanning Team Lead to oversee the delivery of high-quality technical services to our Advice practices in Glasgow and Edinburgh.About the RoleThis is a key position that involves managing, training, and developing skilled Paraplanners within budget and headcount levels to support Advice practices. The successful candidate...

Job OverviewA highly demanding position has arisen at IDEX Consulting, a National Wealth Management Firm with a significant presence in Glasgow and Edinburgh.Key ResponsibilitiesRecruit, manage, train and develop high-calibre Paraplanners within budget and headcount levels,Train and monitor new employees and ensure their sign-off as competent within agreed...

Job OverviewEden Scott, a leading chartered financial advice firm in Edinburgh, seeks an experienced paraplanner to join their team. This rare opportunity has become available due to continued growth and expansion.The role will involve preparing suitability reports, liaising with product providers, and providing technical support to the team. You will also...

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 Eden ScottA leading financial advice firm in Edinburgh seeks an experienced paraplanner or senior paraplanner with a diploma minimum. This role offers flexible hybrid working, exam support, and excellent benefits.Job OverviewThe ideal candidate will attend client meetings alongside Financial Planners and Directors, communicate with clients in the...

A leading chartered financial advice firm in Edinburgh is seeking an experienced Paraplanner to join their team due to continued growth. Their employees have won awards and they are renowned for being one of the best in the industry. The company fully supports and encourages career development, whether you're a 'career paraplanner' or aiming to move into...

Company Overview:">Eden Scott is a leading chartered financial advice firm based in Edinburgh. The company has earned awards and a reputation as one of the best in the industry.">Job Description:">A senior paraplanner is required to join Eden Scott due to continued growth. The successful candidate will have experience in preparing Suitability Reports,...

Job Summary\This exciting opportunity has arisen for a seasoned Paraplanner to join Eden Scott in Edinburgh due to continued growth. As a leading chartered financial advice firm, they have won numerous awards and enjoy an exceptional reputation within the industry.\The successful candidate will be responsible for preparing Suitability Reports, liaising with...