Paraplanning Assistant

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 -...

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...

Seeking an Experienced Sales Support Administrator for a Dynamic IFA Practice in EdinburghOur highly regarded IFA practice in Edinburgh is seeking a skilled Sales Support Administrator to join our team. This exciting opportunity is ideal for an experienced individual looking to progress their career in paraplanning or develop their expertise in report...

Senior Paraplanner / Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner / Manager to join their team in a highly respected wealth management firm. This is a rare opportunity for someone to make a significant impact, utilise their expertise, and add value during an exciting time in the company's history.The role will...

Senior Paraplanner / Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner / Manager to join their team in a highly respected wealth management firm. This is a rare opportunity for someone to make a significant impact, utilise their expertise, and add value during an exciting time in the company's history.The role will...

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...

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...

Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

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...

About the RoleThe role of Financial Planning Assistant at Evelyn Partners is designed to support our Financial Planners in delivering high-quality advice to clients. This position plays a crucial role in ensuring that suitability reports are prepared accurately and that client records are up-to-date.Key ResponsibilitiesPrepare suitability reports across a...

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...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new clients *...

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...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...