Paraplanner for IFA Practice

Pensions Administration OpportunityEden Scott is seeking a skilled Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £55,000 - £70,000 per annum, along with a comprehensive benefits package and opportunities for career growth.ResponsibilitiesResearch and report writing for high net...

Our client is a leading wealth management firm based in Edinburgh. We are currently seeking a Paraplanner to join our team.The successful candidate will be responsible for:Preparing Suitability ReportsLiaising with product providers for pension and investment informationAssisting in due diligence reviews of investment funds and platformsKey requirements...

We require a highly motivated IFA Paraplanning Role professional to join our team in Edinburgh City Centre. The successful candidate will be responsible for ensuring that all FCA, regulatory, industry, and compliance standards are met.Job RequirementsA minimum of Diploma in Financial Planning, ideally working towards CharteredExcellent technical knowledge of...

We are currently seeking an IFA Practice Assistant to join our dynamic team at Eden Scott. In this role, you will provide administrative support to our financial planners, handle internal and client queries, and prepare valuation reports.The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of the financial...

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 an experienced Financial Planning Specialist to join our team in Edinburgh City Centre. As a key member of our IFA Practice, you will be responsible for ensuring the completeness of client files and gathering necessary information.Job ResponsibilitiesConfirm risk profile, capacity for loss, and knowledge and experience is determined and...

About the RoleEden Scott is seeking a highly skilled and experienced Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with a comprehensive benefits package and opportunities for career growth.Key ResponsibilitiesReport...

Job DescriptionWe are seeking a skilled Paraplanner to join our team in Edinburgh. The successful candidate will assist in the preparation of Suitability Reports and provide support to the Financial Adviser/MD.Key responsibilities include:Liaising with product providers for pension and investment informationAssisting in due diligence reviews of investment...

About this RoleWe are looking for a seasoned IFA to join our team at Eden Scott, a thriving wealth management practice. As a key member of our team, you will play a crucial role in delivering exceptional client service and driving business growth.In terms of salary, we estimate that this role comes with a competitive remuneration package, estimated to be...

At Eden Scott, we pride ourselves on being a dynamic and forward-thinking wealth management practice. We are currently seeking an experienced IFA to join our team and contribute to our continued success.The ideal candidate will be highly skilled and able to provide exceptional client service. In return, we offer a competitive salary package, estimated to be...

My client is a respected wealth management firm in Edinburgh city centre. This role involves preparing Suitability Reports and liaising with product providers for pension and investment information.To be considered, you must be an experienced Paraplanner within an IFA, having completed exams or made significant progress towards them. Your background should...

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...

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...

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...

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...

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...

About the RoleThis is an exciting opportunity to join our team as a senior-level Paraplanning professional and contribute your expertise in managing a high-performing team of Paraplanners.Responsibilities and ExpectationsYou will be responsible for recruiting, training, and developing Paraplanners to meet the firm's objectives,Developing and implementing...

About the RoleWe are seeking a highly skilled individual to join our team as a Client Journey Manager. In this role, you will work closely with clients, creating personalized packs and obtaining quotes to meet their needs. Strong communication and problem-solving skills are essential for success in this position.Key Responsibilities• Develop and maintain...

Key Responsibilities\The successful Paraplanner will be responsible for:\\Preparing Suitability Reports and other documentation\Liaising with product providers to collate pension and investment information\Providing technical support to the team\Conducting market research on behalf of the Financial Adviser\Assisting with ongoing due diligence reviews of...

As a Financial Planning Administrator at Eden Scott, you will play a vital role in supporting our Chartered IFA practice. Your responsibilities will include preparing valuation reports, maintaining databases, processing new business, and navigating financial providers' websites.The successful candidate will have a strong understanding of the market and...