Paraplanning Expert
2 days ago
A 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 Responsibilities:- Preparing Suitability Reports with precision
- Liaising with product providers for pension and investment information
- Providing technical support and research assistance
- Conducting market research for advisers
- Assisting in due diligence reviews of investment funds and platforms
- Experienced Paraplanner or significant progress towards completing exams
- Pensions and Investments background with exceptional report writing skills
- Research tools experience, ideally FE Analytics and Intelligent Office knowledge
- Excellent opportunity for career development and expertise utilization
- An attractive compensation package
- A hybrid working arrangement
- Further study support
Estimated Salary: £45,000 - £60,000 per annum
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Paraplanning Expert
3 days 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
7 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has emerged at Eden Scott, a leading chartered financial advice firm in Edinburgh, for an experienced paraplanner/senior paraplanner to join their team due to continued growth.This exceptional role will provide opportunities for in-depth work with client-facing elements as you become familiar with the firm. The...
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Paraplanning Expert
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full timeJob DescriptionThis Paraplanning position offers an excellent opportunity to develop your skills and knowledge in financial planning. Working closely with experienced Financial Advisers and Planners, you will play a vital role in supporting clients and contributing to the success of our business.Key responsibilities include:Preparing written advice on a...
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Paraplanning Expert
1 week ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time**Company Overview**We are creating an exceptional place to work for talented professionals in the field of financial planning.This is a great opportunity for a qualified or part-qualified Paraplanner to progress their career within a dynamic and quality-focused team with an exceptional reputation in the market.Key Responsibilities:Conduct thorough analysis...
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Financial Planning Expert
4 weeks ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeRole OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...
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Paraplanning Expert
1 month ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeParaplanner 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...
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Paraplanning Expert
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role\We are seeking a skilled Paraplanner to join our team at Eden Scott in Edinburgh. As a leading chartered financial advice firm, we offer a dynamic and supportive work environment that encourages career development and growth.\The ideal candidate will have experience in preparing Suitability Reports, liaising with product providers, and...
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Paraplanning Expert
1 week ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob OverviewSeven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.About the...
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Paraplanning Expert
5 days ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeAbout the RoleThis is a challenging and rewarding position that requires strong analytical skills, attention to detail, and excellent communication abilities.The successful candidate will have experience in financial planning, preferably with a Level 4 Diploma in Financial Planning or equivalent.The salary for this role is £45,000 - £60,000 per annum,...
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Paraplanning Expert
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout UsEden Scott is a close-knit and warm professional business team that values collaboration and innovation. We are seeking a committed, enthusiastic, and flexible individual who can bring new ideas to the firm.This is an excellent opportunity to develop your experience, further your career, and utilise your expertise. You will work closely with our team...
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Senior Financial Services Professional
4 days 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...