Paraplanner Support Role

Exciting Career Opportunity for a ParaplannerA reputable chartered financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join its team due to continued growth and success. The company has a strong reputation and offers opportunities for career development, whether as a paraplanner or transitioning to financial...

Job Description: Paraplanner Role in EdinburghIDEX Consulting has a new opportunity for an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre. This role involves supporting Financial Advisers in preparing recommendations for clients.Key Responsibilities:Attend client meetings and identify necessary informationCarry out technical...

About the Role:We are seeking a knowledgeable Paraplanner or Senior/Paraplanner Team Leader to join our dynamic team in Edinburgh or Glasgow office, supporting our growth strategy.Key Tasks:Support financial advisers with technical research and report writingParticipate in meetings as requiredContribute to cashflow modelling, pensions, investment, and...

We are seeking an experienced Senior IFA Paraplanner to join our expanding Edinburgh office. As a vital member of our team, you will be responsible for preparing detailed reports, conducting research, and reviewing investment and financial data for our HNW clients.To succeed in this role, you will need a strong understanding of whole-of-market/IFA principles...

We are recruiting a highly skilled paraplanner or senior paraplanner to join our Edinburgh-based team at Eden Scott. As a key member of our team, you will be responsible for delivering high-quality paraplanning services to our clients, supporting our financial advisers, and contributing to the growth and success of our firm.Requirements:Diploma minimum in...

A leading wealth management firm based in Edinburgh seeks an experienced Paraplanner to join their team. The successful candidate will play a crucial role in preparing reports, managing teams, and contributing to the investment committee.To be considered for this position, you must have a proven track record in paraplaning within an IFA, either having...

Job Title: Paraplanner - Financial ServicesWe are looking for a talented Paraplanner - Financial Services to support our team in Edinburgh. The ideal candidate will have excellent communication skills and experience in financial services.About the Role:Develop and maintain client contact and relationships.Key Responsibilities:Attend client meetings alongside...

We are looking for a skilled Paraplanner to support our IFA Practice in Edinburgh City Centre. The successful candidate will work closely with our Financial Adviser to ensure that clients' recommendations are prepared accurately and efficiently.Key ResponsibilitiesAttend client meetings and identify areas for planningCarry out technical calculations and...

Role DescriptionThis is an exciting opportunity for a motivated individual to join our Wealth team as a Paraplanner and Technical Advisor. As a key member of the team, you will provide high-quality support to our financial planners by producing detailed suitability reports, developing cashflow models, and conducting market research.RequirementsHolds a...

Job Opportunity in EdinburghA rare and exciting opportunity has become available for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards, and their reputation amongst the best in the industry is well-deserved.The role will be exceptionally...

We are looking for an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre.Job RequirementsEnsure that all FCA, regulatory, industry and compliance standards are metAssist in the preparation of recommendations, including cash flow modelling scenariosThe successful candidate will have excellent technical knowledge of financial services...

Role Overview:We are seeking an experienced Financial Paraplanner to join our Wealth team in Scotland. This is an exciting opportunity for a skilled professional to provide high-quality support to our financial planners.The ideal candidate will have a strong understanding of financial services, excellent communication skills and the ability to work...

A talented Paraplanner is required to support our growing Edinburgh office at Eden Scott. As a senior IFA administrator or paraplanner, you'll play a vital role in driving business success and delivering exceptional client service.Your primary responsibilities will involve producing reports, conducting research, and analyzing investment and financial data....

A challenging and rewarding role has arisen for a Senior IFA Administrator or Paraplanner to join our busy office in Edinburgh. The successful candidate will have a proven track record in whole of market/IFA environment or provider, with expertise in report writing and research.This is an excellent opportunity for an experienced professional to take their...

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...

Senior Paraplanning PositionEden Scott, a well-established chartered financial advice firm based in Edinburgh, is seeking a skilled Senior Paraplanner to join their dynamic team. This exciting opportunity has arisen due to business expansion and growth.The primary responsibilities of this role include preparing complex suitability reports, collaborating with...

Job Title: Technical Support Team LeadCompany OverviewIDEX Consulting is a leading provider of wealth management services in Glasgow and Edinburgh. We are seeking a highly skilled Technical Support Team Lead to join our team.Salary and BenefitsThe successful candidate will receive a competitive basic salary of approximately £55,000 per annum, along with a...

About the RoleWe are seeking a Senior Paraplanner to join our team in either Edinburgh or Glasgow. The successful candidate will be responsible for providing support to our financial advisers through technical research and report writing.The ideal candidate will have strong communication and interpersonal skills, as well as the ability to work effectively in...

Job Overview:We are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. The successful candidate will have a strong background in finance and excellent communication skills. In this role, you will work closely with Financial Planners and Directors to provide high-quality support to our clients.About the Position:This is an...

About the RoleThis exciting opportunity has arisen due to the continued expansion of our team in Edinburgh. We are seeking a skilled Paraplanner or Senior Paraplanner to join our close-knit and professional business team.The ideal candidate will possess strong back-office systems and platforms experience, excellent report writing skills, and a passion for...