Paraplanning Professional

Paraplanning Role at Evelyn PartnersWe are seeking a skilled Paraplanning professional to join our team in Edinburgh. As a Paraplanner, you will provide support to our Financial Planners and ensure a positive experience for our clients.Your responsibilities will include preparing suitability reports, carrying out technical research, and collaborating with...

About the RoleWe are seeking a talented Paraplanning Professional to join our team in Edinburgh, where you will provide support to our Financial Planners and ensure a positive experience for our clients. Your responsibilities will include preparing suitability reports, carrying out technical research, and collaborating with Financial Planners to deliver a...

About the RoleWe are seeking a talented Paraplanning professional to join our team in Edinburgh, providing support to our Financial Planners and ensuring a positive experience for our clients. In this role, you will support financial planners with client meetings, including presentation of cashflow and preparing responses on technical matters.Key...

About the RoleWe are seeking a highly skilled Paraplanner to join our dynamic and quality-focused team at M&G plc. As a key member of our Paraplanning team, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesAnalyse client needs and...

About the RoleAs a Financial Consultant at abrdn, you will play a crucial role in delivering high-quality financial planning and paraplanning services to a large portfolio of clients. This is an exciting opportunity to combine your expertise in paraplanning with the delivery of advice, working closely with clients to understand their needs and goals.Key...

About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining great relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

We are seeking an experienced Pensions Administration Specialist to join our Paraplanning team in Edinburgh. In this role, you will provide support to our Financial Planners, ensuring a positive experience for our clients. You will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We...

Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a highly skilled and motivated Paraplanner to join our team and contribute to our continued success.Key ResponsibilitiesSupport our Financial Planners in conducting...

Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a highly skilled and motivated Paraplanner to join our team and contribute to our continued success.Key ResponsibilitiesSupport our Financial Planners in conducting...

About SchrodersWe are a global investment manager helping institutions, intermediaries, and individuals invest money to meet their goals, fulfill their ambitions, and prepare for the future.The RoleWe are seeking a skilled Paraplanning Professional to join our Wealth Management team. As a key member of our team, you will assist Wealth Planners in managing...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanner, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesAnalyse client needs and objectives,...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanner, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesAnalyse client needs and objectives,...

We are seeking a highly motivated and experienced Sales Support Administrator to join our team at Eden Scott, a busy and growing IFA practice in Edinburgh. The ideal candidate will have a strong background in financial services, with a focus on paraplanning or report writing.The successful candidate will be responsible for day-to-day administration, client...

Job Opportunity: A reputable IFA practice in Edinburgh is seeking an experienced Sales Support Administrator to join their team as a Paraplanning Assistant. This role offers an excellent opportunity for career progression and professional development.Key Responsibilities: Process applications and chase outstanding information Deal with external companies and...

**PLEASE ONLY APPLY IF YOU HAVE SJP EXPERIENCE - THANK YOU**: - Provide a comprehensive personal and confidential administrative service to all clients - Adhere to procedures and systems which will ensure the efficient running of two solo partnership practices - Anna Miller and Hugo Cannon - To prioritise work appropriately to meet competing demands -...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Edinburgh. This is an excellent opportunity for an individual looking to progress their career in paraplanning or develop more experience in report writing.Key ResponsibilitiesDay-to-day administration, including processing applications and...

Location: Edinburgh, Scotland (Office-Based) Salary: £40,000 - £60,000 (plus benefits, depending on experience) Are you a skilled professional with experience in compliance and paraplanning, looking for a flexible role that offers growth and progression? A prominent firm in Edinburgh is seeking a versatile individual to join their team in a...

Paraplanning Manager Opportunity at a Leading Wealth Management FirmThe role of Paraplanning Manager at our esteemed client is a rare and exciting opportunity for an experienced professional to join their team. As a Paraplanning Manager, you will be responsible for providing technical support to the team, preparing Suitability Reports, and liaising with...

**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Edinburgh. As a key member of our team, you will be responsible for providing administrative support to our Paraplanner and assisting with the day-to-day running of the office.Key ResponsibilitiesProcess applications and chase outstanding...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Edinburgh. As a key member of our team, you will be responsible for providing administrative support to our Paraplanner and assisting with the day-to-day running of the office.Key ResponsibilitiesProcess applications and chase outstanding...

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...

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

Role Overview: A dynamic opportunity has arisen for a Paraplanning professional to join our expanding team in Edinburgh. As a key member of our support team, you will provide high-quality support to our highly regarded advisers, working on report writing, research, investment and financial reviews.Key Responsibilities:Report writing and research for our...

Paraplanning Career OpportunityA unique chance to develop your skills as a paraplanner has arisen with our client, a highly professional chartered advisers with top-calibre staff. This rare job opportunity is suited to an experienced IFA administrator looking to train and develop into a true paraplanner, or a near-qualified Paraplanner seeking to join the...

An esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. In this role, you will have the opportunity to work with an established client base while also generating new business. With comprehensive...

Paraplanning Opportunity at a Reputable Wealth Management FirmOur client, a well-established wealth management firm, is seeking an experienced Paraplanner to join their expanding Edinburgh office. As a key member of the support team, you will provide high-quality support to their highly regarded advisers, working on report writing, research, investment, and...

Paraplanning Opportunity at a Reputable Wealth Management FirmOur client, a well-established wealth management firm, is seeking an experienced Paraplanner to join their expanding Edinburgh office. As a key member of the support team, you will provide high-quality support to their highly regarded advisers, working on report writing, research, investment, and...

Exceptional Opportunity for a Paraplanner/Senior ParaplannerEden Scott, a leading chartered financial advice firm, is seeking an experienced Paraplanner/Senior Paraplanner to join their team in Edinburgh. As the firm continues to grow, this role offers a unique chance for career development and professional growth.Key Responsibilities:Preparation of...

Senior 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...

Senior 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...