Senior Paraplanner Manager
4 weeks ago
Our client, a highly respected wealth management firm, is seeking an experienced Senior Paraplanner/Manager to join their team. This is a rare and exciting opportunity for someone to make a significant impact, utilize their expertise, and add value during a period of growth and evolution.
The role will involve:
- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information
- Providing technical support to the team with paraplanning and research
- Carrying out market research on behalf of the adviser
- Assisting in due diligence reviews of investment funds and platforms
- Providing support to the Financial Adviser/MD
As a Senior Paraplanner/Manager, you will have the opportunity to work closely with the team, provide guidance and support, and contribute to the growth and development of the firm. If you are looking for a challenging and rewarding role, this could be the perfect opportunity for you.
To be considered for this role, you will need to have:
- Experience working in an IFA or investment manager environment
- Chartered exams or significant progress towards completion
- Strong knowledge of pensions and investments
- Excellent report writing skills
- Defined benefit experience a plus
Our client offers a competitive package, further study support, and the opportunity to join a growing firm. If you are interested in this role, please get in touch to discuss further.
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Senior Paraplanner, Manager
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner or Senior Paraplanner Team LeaderOur client, a leading financial planning and investment management company, is seeking a paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This is an excellent opportunity to be part of a dynamic team and contribute to the company's growth...
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Senior Paraplanner, Manager
2 months ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner or Senior Paraplanner Team LeaderOur client, a leading financial planning and investment management company, is seeking a paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This is an excellent opportunity to be part of a dynamic team and contribute to the company's growth...
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner or Senior Paraplanner Team LeaderOur client, a leading financial planning and investment management company, is seeking a paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This is an excellent opportunity to be part of a dynamic team and contribute to the company's growth...
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Senior Paraplanner, Manager
2 months ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeExciting Opportunity for a Paraplanner or Senior Paraplanner Team LeaderOur client, a leading financial planning and investment management company, is seeking a paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This is an excellent opportunity to be part of a dynamic team and contribute to the company's growth...
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Senior Paraplanner Manager
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Edinburgh, United Kingdom Eden Scott Full timeSenior Paraplanner ManagerEden Scott is seeking a highly skilled Senior Paraplanner Manager to join their wealth management team. This is an exceptional opportunity for an experienced paraplanner to utilise their expertise and add value during a period of growth and change within the firm.The role will involve:Preparation of Suitability ReportsLiaising with...
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Senior Technical Paraplanner
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Edinburgh, United Kingdom Eden Scott Full timeJob Title: Senior Technical Paraplanner We are currently seeking a highly skilled and experienced Senior Technical Paraplanner to join our team at Eden Scott in Edinburgh city centre. As a Senior Technical Paraplanner, you will be responsible for providing investment analysis and risk profiling for our clients, reviewing and creating reports on behalf of the...
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Edinburgh, United Kingdom Eden Scott Full timeSenior and Technical ParaplannerOur client, a reputable and award-winning practice in Edinburgh city centre, is seeking a highly skilled and experienced paraplanner to join their close-knit team. As a senior and technical paraplanner, you will work closely with the managing director to provide investment analysis and risk profiling for high net worth...
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1 month ago
Edinburgh, United Kingdom Eden Scott Full timeSenior and Technical Paraplanner OpportunityEden Scott, a reputable and award-winning practice in Edinburgh city centre, is seeking a highly skilled and experienced Senior and Technical Paraplanner to join their close-knit team.Key Responsibilities:Provide investment analysis and risk profiling for high net worth individualsReview and create reports on...
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Senior Paraplanner
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeSenior and Technical Paraplanner OpportunityEden Scott, a reputable and award-winning practice in Edinburgh city centre, is seeking a highly skilled and experienced Senior and Technical Paraplanner to join their close-knit team.Key Responsibilities:Provide investment analysis and risk profiling for high net worth individualsReview and create reports on...
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Senior Paraplanner, Manager
4 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeSenior Paraplanner, Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner, Manager to join their wealth management team. This is a rare opportunity for a skilled professional to make a significant impact and add value to the firm's growth.The role will involve:Preparation of comprehensive suitability reportsLiaising with product...
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Senior Paraplanner, Manager
4 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeSenior Paraplanner, Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner, Manager to join their wealth management team. This is a rare opportunity for a skilled professional to make a significant impact and add value to the firm's growth.The role will involve:Preparation of comprehensive suitability reportsLiaising with product...
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Edinburgh, United Kingdom Eden Scott Full timeSenior and Technical Paraplanner OpportunityEden Scott is seeking a highly skilled and experienced Technical Paraplanner to join their team in Edinburgh city centre. As a key member of the close-knit team, you will work closely with the Managing Director to provide investment analysis and risk profiling for high net worth individuals.Key...
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Senior Technical Paraplanner
4 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeSenior Technical Paraplanner OpportunityWe are seeking an experienced Senior Technical Paraplanner to join our team at Eden Scott. This is a fantastic opportunity for a skilled professional to take their career to the next level and make a significant impact in a dynamic and growing organization.Key Responsibilities:Preparation of complex Suitability...
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Senior Paraplanner, Manager
5 months ago
Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Senior Paraplanner, Manager
5 months ago
Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Senior Paraplanner, Manager
5 months ago
Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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2 weeks ago
Edinburgh, United Kingdom Eden Scott Full timeJob Description Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their...