Paraplanner Role in Edinburgh

1 day ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time
Job Description: Paraplanner Role in Edinburgh

IDEX 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 information
  • Carry out technical calculations and research products to support recommendations
  • Prepare financial planning recommendations and suitability reports

Salary: £35,000 - £40,000 per annum depending on experience.

Required Skills and Qualifications:
  • Competent in Microsoft Office package
  • Knowledge of technical financial planning tools and holistic financial planning

Benefits: Opportunity to work with a forward-thinking company that strives for conscious inclusion across its business and creating equitable pathways.
  • Edinburgh Paraplanner

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...

  • Paraplanner Expert

    24 hours ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    About the RoleThis is an excellent opportunity for a skilled Trainee Paraplanner to join our team at IDEX Consulting in Edinburgh.We are looking for someone with previous experience in the IFA industry and who is working towards their diploma in financial services.Duties:Develop and maintain reports for financial services products including ISAs and...

  • Paraplanner Expert

    2 months ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...

  • Paraplanner Team Lead

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    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 Paraplanner

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    At IDEX Consulting, we are seeking a highly motivated and experienced Trainee Paraplanner to join our dynamic team in Edinburgh. As a Trainee Paraplanner, you will have the opportunity to develop your skills and knowledge in financial services products including ISA's and pensions. Your responsibilities will include writing reports for various financial...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom MyLife Home Care - Edinburgh Full time

    Edinburgh Home Care Role: Support WorkerWe are recruiting for Support Workers to join our team in Edinburgh. As a Support Worker, you will be responsible for providing personalized care packages to individuals in their own homes, ensuring they receive the highest level of care and support.Salary: £12-£15 per hour (dependent on experience)About the...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    Pertemps Edinburgh invites applications from motivated individuals to fill the position of Postal/Parcel Delivery Driver in the Edinburgh area. As part of the Royal Mail team, you will be responsible for delivering parcels and letters efficiently and safely.The ideal candidate will hold a valid UK driving license with a maximum of 6 points, and previous...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    As a vital member of our team at Pertemps Edinburgh, you will be responsible for supporting our busy waste and cleansing department in the Edinburgh area. This is an exciting opportunity to work with a diverse group of people and contribute to keeping our city clean.We are looking for reliable individuals who can work a 4 on 4 off shift pattern with a rate...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    We are seeking an experienced Delivery Driver to join our Pertemps Edinburgh team. This exciting opportunity offers a competitive salary of £17.29 per hour, making it an attractive option for those looking to start a new career in the logistics sector.As a Delivery Driver, you will be responsible for delivering letters and parcels to customers across the...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    Job Summary:This role offers an exciting opportunity to work as a Waste Management Driver for Pertemps Edinburgh, supporting the company's waste and cleansing department in the Edinburgh area. As a key member of the team, you will be responsible for operating vehicles, collaborating with colleagues, and ensuring general street cleanliness.Main Duties:Driving...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    We are currently seeking a highly motivated Edinburgh Delivery Specialist to join our team at Pertemps Edinburgh. As a key member of our logistics team, you will play a crucial role in delivering post and parcels across Scotland.This exciting opportunity offers an estimated hourly salary of £58, providing a competitive income for those who thrive in...


  • Edinburgh, Edinburgh, United Kingdom Pertemps Edinburgh Full time

    Pertemps Edinburgh is currently recruiting for a skilled Van Driver to support our public sector client in the Edinburgh area. This is an exciting opportunity for someone who enjoys working outdoors and wants to make a positive impact on their community.This role involves driving various vehicles, working as part of a team, and carrying out duties right...