Experienced Paraplanner for IFA Practice

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...

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...

Senior IFA Administrator/Paraplanner £27,000 to £34,000 plus benefits Paraplanner/IFA Administartor required by this well-established financial advice firm that offers first class advice to HNW clients and business owners. Due to continued growth, they are looking to recruit a senior member of staff to join the team with theresponsibility for...

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...

Are you working towards your Diploma in Financial Planning and looking to become a Paraplanner? Recruit UK are working on an excellent opportunity for a Paraplanner in Edinburgh to join a Financial Planning practice. Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of...

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...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

The opportunity for an experienced Paraplanner to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. **The Opportunity** During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has...

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 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...

Idex Consulting are working with a well-known IFA Practice to recruit an Paraplanner in Edinburgh. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experience to support the successful Financial Planners of the...

Lusona Financial Services are recruiting for an experienced financial services administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: - Preparing valuations - Processing new business and renewals - Process fund...

**Technical Support Role for Chartered IFAs**We require a skilled and experienced Paraplanner or senior IFA administrator to provide technical support to our chartered IFAs in Edinburgh.The successful candidate will be responsible for writing reports, creating letters, and conducting market research on behalf of our advisers. This is a key role that...

Key Responsibilities:As a Senior Paraplanner, you will be responsible for providing technical support to the team, including preparation of Suitability Reports, liaison with product providers, and due diligence reviews of investment funds and platforms. You will also conduct market research on behalf of the adviser, using tools such as FE Analytics and...

IFA Job DescriptionAt Eden Scott, we're seeking a seasoned Independent Financial Advisor to join our team. As an IFA, you'll work closely with a loyal client base featuring recurring income, identifying opportunities to grow our business and deliver exceptional service.About the RoleYou'll be responsible for relationship management, focusing on preserving...

Exciting opportunity for an experienced Finance Admin/ Paraplanner to join one of Scotland’s leading Wealth and Assist Management Firms based in Edinburgh. C and P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm. To be considered for...

Overview: Eden Scott is a leading recruitment firm seeking an experienced paraplanner to support our clients in the financial services sector. This role presents an excellent opportunity for career advancement and professional growth.Salary: £40,000 - £55,000 per annumKey Responsibilities: Our ideal candidate will be responsible for preparing suitability...

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 are delighted to offer a unique opportunity for an experienced IFA to join our client's team, a leading wealth management practice that has been established for many years.About the RoleThis is a full-time position, with flexible working arrangements available to ensure a good work-life balance.You will have the opportunity to work from home or our local...

An exciting opportunity has arisen for a diploma qualified Paraplanner to join one of the UK's leading financial planning businesses. You will be based out of the Edinburgh office and have access to a hybrid working policy that offers flexibility to all employees. The successful applicant will need previous paraplanning experience and be level 4 qualified...