Paraplanner Expert

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

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: Exciting Opportunity for Experienced IFAA growing wealth management practice seeks an experienced financial professional to join their team, servicing a client base with recurring income and handling new business through referrals.The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for...

A rare job opportunity has arisen for an experienced IFA administrator to join a highly professional chartered adviser firm in Edinburgh. As a member of the central team, you will have the chance to train and develop into a true paraplanner, working alongside top-calibre staff who provide exceptional service to clients. Key responsibilities will include...

PROGRAMME OVERVIEWAre you in your sixth year looking to kick-start your career within financial services?Our school leaver programme is designed by industry experts to get your career in Wealth Planning off to the best start. Alongside invaluable practical experience, we will provide you with the opportunity to develop the knowledge, skills and...