Paraplanning and Advisory Assistant

We are seeking a Paraplanning and Advisory Assistant to join our Wealth Management team at SchrodersIn this role, you will assist our Wealth Planners with providing financial advice to clients and supporting the delivery of projects. Your responsibilities will include:Providing administrative support to our Wealth Planners;Preparing reports and presentations...

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...

A key leadership opportunity at our National Wealth Management Firm, with a significant presence in Glasgow and Edinburgh.About IDEX ConsultingWe are a dynamic firm that provides innovative solutions to our clients. This role is part of our ongoing commitment to deliver exceptional service and expertise.Job DescriptionThis position involves overseeing...

Rare 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...

Job 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...

A 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...

Job Description: Financial Advisory AssistantWe are looking for a highly motivated and organized individual to join our team as a Financial Advisory Assistant. This role will provide support to the Wealth Planners in managing clients' planning needs and solutions.About Cazenove Capital:We are the wealth management business of Schroders, a global investment...

As a Trainee Paraplanner at IDEX Consulting in Edinburgh, you will play a vital role in supporting our team of advisors and delivering exceptional service to our clients. Your primary responsibilities will include writing reports for various financial services products, handling customer inquiries, managing client records, and collaborating with the advisory...

Accounting and Financial Reporting Advisory RoleWe are seeking a highly skilled Accounting and Financial Reporting Advisory Assistant Manager to join our team in Edinburgh, Scotland.RSM UK is a leading provider of audit, tax, and consulting services. Our financial reporting advisory team provides expert advice to clients on complex accounting and financial...

Assistant Manager - Accounting and Financial AdvisoryRSM UK is seeking an Assistant Manager to join our Accounting and Financial Advisory team in Edinburgh, Scotland.This role requires a highly experienced individual with a strong background in financial reporting, technical accounting, and consolidations. The successful candidate will be responsible for...

We are looking for a highly experienced Tax professional to join our team as a Tax Advisory Professional. The ideal candidate will have relevant experience in corporate tax or private client tax advisory focused roles, preferably at Assistant Manager grade or above.The successful candidate will have the opportunity to work on diverse and challenging...

**Programme Overview**We are seeking a highly motivated individual to join our Tax team's People Advisory Services (PAS) as part of our Mobility, Reward and Immigration Graduate Programme. This role will focus on how businesses reward and relocate employees globally, with an emphasis on tax advisory services.Your ResponsibilitiesAssist with global tax...

A leading role in our National Wealth Management Firm, with a significant presence in Scotland.About the JobThis position involves overseeing Paraplanning support across multiple practices, delivering exceptional technical services to Advisers. You will also be responsible for centralised Paraplanning or technical activities.Main ResponsibilitiesLead and...

Financial Services OpportunityIDEX Consulting Ltd is a leading provider of independent financial advisory services, and we are seeking a highly skilled Paraplanner to join our team in Edinburgh City Centre.The successful candidate will have a strong background in financial services, with experience in paraplanning roles and a good understanding of financial...

Responsibilities and ExpectationsAs a Corporate Tax Compliance School Leaver Apprentice at Tussell Limited, you will be responsible for assisting in the provision of corporate tax compliance and advisory services to a diverse portfolio of clients. Your primary focus will be on assisting in the preparation of company corporation tax computations and returns,...

We are seeking a talented Surveying Advisory Professional to join our client's growing Infrastructure teams in Scotland and the Northwest of England.About the RoleThis is an exciting opportunity for ambitious Surveyors at all levels to develop their careers in line with our business goals.Key ResponsibilitiesAssist in delivering major infrastructure projects...

Key ResponsibilitiesJoin Brook Street's Accounting, Insight, and Advisory team as an Assistant Manager, responsible for delivering exceptional client service.About the Job:Support senior managers in managing complex accountancy projects, ensuring timely delivery and high-quality results.Develop and maintain expertise in UK GAAP and IFRS financial reporting,...

Rare Opportunity for a Skilled ParaplannerA leading financial advice firm in the UK seeks an experienced paraplanner to support their 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 include:Preparation of Suitability Reports...

Job 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...

As a senior auditor at BDO UK, you will play a crucial role in delivering high-quality audit work that meets the public interest. Your expertise in auditing and business advisory services will be invaluable to our clients, who are ambitious, entrepreneurially-spirited businesses that fuel the UK economy.We're looking for someone with significant experience...