Senior Paraplanning Role

We require a highly motivated IFA Paraplanning Role professional to join our team in Edinburgh City Centre. The successful candidate will be responsible for ensuring that all FCA, regulatory, industry, and compliance standards are met.Job RequirementsA minimum of Diploma in Financial Planning, ideally working towards CharteredExcellent technical knowledge of...

A key leadership opportunity at our National Wealth Management Firm, with a significant presence in Glasgow and Edinburgh.About IDEX ConsultingWe are a dynamic firm that provides innovative solutions to our clients. This role is part of our ongoing commitment to deliver exceptional service and expertise.Job DescriptionThis position involves overseeing...

About the RoleAre you a skilled professional seeking a flexible and dynamic role that offers growth and progression in compliance and paraplanning? A prominent firm in Edinburgh, Scotland is looking for a versatile individual to join their team in a unique hybrid position, combining compliance and paraplanning responsibilities.This role offers a balanced...

IDEX Consulting is seeking a highly skilled Wealth Management Specialist to lead our Paraplanning team in Glasgow and Edinburgh.About the JobThis is a challenging role that requires a strong understanding of financial services technical requirements and the ability to coach, mentor, and develop staff. The successful candidate will be responsible for...

About the RoleThis is an exciting opportunity to join our team as a senior-level Paraplanning professional and contribute your expertise in managing a high-performing team of Paraplanners.Responsibilities and ExpectationsYou will be responsible for recruiting, training, and developing Paraplanners to meet the firm's objectives,Developing and implementing...

A rare and exciting opportunity has emerged at Eden Scott, a leading chartered financial advice firm in Edinburgh, for an experienced paraplanner/senior paraplanner to join their team due to continued growth.This exceptional role will provide opportunities for in-depth work with client-facing elements as you become familiar with the firm. The...

Job DescriptionThis Paraplanning position offers an excellent opportunity to develop your skills and knowledge in financial planning. Working closely with experienced Financial Advisers and Planners, you will play a vital role in supporting clients and contributing to the success of our business.Key responsibilities include:Preparing written advice on a...

Job Title:A seasoned paraplanner / senior paraplanner is sought after by a prestigious chartered financial advice firm in Edinburgh, driven by continuous growth. The company has garnered awards and enjoys a reputation for excellence within the industry.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to obtain pension...

**Company Overview**We are creating an exceptional place to work for talented professionals in the field of financial planning.This is a great opportunity for a qualified or part-qualified Paraplanner to progress their career within a dynamic and quality-focused team with an exceptional reputation in the market.Key Responsibilities:Conduct thorough analysis...

About the RoleThis Paraplanner position at Evelyn Partners is a key opportunity to support our Financial Planners in delivering exceptional client experiences. As a Paraplanner, you will play a vital role in preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.Key ResponsibilitiesPrepare...

A Dynamic Role Awaits: Become an integral part of our expanding IFA business as a Trainee Paraplanning Professional, where you will gain hands-on experience in delivering top-notch client service, maintaining records, and driving business growth.About IDEX Consulting: Our forward-thinking approach sets us apart from competitors, offering you unparalleled...

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...

About the JobWe are seeking a highly skilled Senior Paraplanner Advisor to join our financial planning team. The successful candidate will have a strong background in paraplanning, report writing experience, and exposure to a broad range of financial products. They will be responsible for managing a very large portfolio of clients, typically with AUA below...

Compliance and Paraplanning Hybrid RoleA prestigious firm in Edinburgh, Scotland is seeking a talented Compliance/Paraplanner to join their team. In this unique hybrid role, you will be responsible for balancing compliance and paraplanning duties, working closely with the firm's senior management team to achieve business objectives.Key responsibilities...

A senior-level role in our National Wealth Management Firm, with a significant presence in Scotland.About the OpportunityThis 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...

Job DescriptionThis role is an excellent opportunity for a qualified accountant to join our team as a senior accounts position. As a senior accountant, you will be responsible for managing a portfolio of clients, preparing their yearly statutory accounts, processing vat returns, and HMRC tax returns. You will work directly with clients, conducting...

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...

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...

Key Job DutiesThe successful candidate will be responsible for:Overseeing Paraplanning operations and ensuring timely delivery of high-quality reports,Managing a team of Paraplanners, providing guidance, support, and feedback,Developing and implementing process improvements to increase efficiency and productivity,Collaborating with other teams to ensure...

Job SummaryA leading financial services firm in Edinburgh, Scotland is seeking an experienced Compliance/Paraplanner to join their team. In this dynamic role, you will be responsible for supporting the firm's objectives by splitting time between compliance and paraplanning duties. The ideal candidate will have experience in compliance and paraplanning, with...