Senior Paraplanner Advisor
3 weeks ago
The 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 seamless integration and effective communication,
- Maintaining up-to-date knowledge of industry trends, regulations, and best practices,
- Fostering a culture of continuous learning and professional development,
- Contribute to business growth and expansion through innovative ideas and strategic thinking.
- Degree or equivalent qualification in a relevant field,
- At least 5 years of experience in Paraplanning and team management,
- Excellent communication, interpersonal, and leadership skills,
- Proven ability to work under pressure and prioritize tasks effectively,
- Knowledge of financial services regulations and industry standards,
- Ability to analyze complex data and make informed decisions,
- Flexibility to adapt to changing priorities and deadlines.
A competitive basic salary of approximately £60,000 per annum, flexible benefits package, and a hybrid working arrangement that offers a better work-life balance.
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Senior Paraplanner Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom abrdn Full timeAbout 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...
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Paraplanner and Technical Advisor
10 hours ago
Edinburgh, Edinburgh, United Kingdom Johnston Carmichael Full timeRole DescriptionThis is an exciting opportunity for a motivated individual to join our Wealth team as a Paraplanner and Technical Advisor. As a key member of the team, you will provide high-quality support to our financial planners by producing detailed suitability reports, developing cashflow models, and conducting market research.RequirementsHolds a...
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Paraplanner Team Leader
3 weeks ago
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IFA Paraplanner
2 weeks ago
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Senior Financial Advisor Role
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Senior Contract Advisor
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Senior Paraplanning Role
8 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeSenior Paraplanning PositionEden Scott, a well-established chartered financial advice firm based in Edinburgh, is seeking a skilled Senior Paraplanner to join their dynamic team. This exciting opportunity has arisen due to business expansion and growth.The primary responsibilities of this role include preparing complex suitability reports, collaborating with...
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Senior Makeup Sales Advisor
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Financial Planning Support Specialist
3 weeks ago
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Senior Sustainability Advisor
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Senior Conveyancing Advisor
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Financial Services Advisor
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Senior Contract Advisor
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Senior Financial Services Professional
2 weeks ago
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Hybrid Advisor
3 weeks ago
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Senior Corporate Strategy Advisor
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Senior Power Systems Technical Advisor
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Senior Security Risk Advisor
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