Senior Investment Paraplanner
3 weeks ago
We are seeking a highly skilled paraplanner to provide investment analysis and risk profiling for high net worth individuals in Edinburgh city centre.
Key Responsibilities:
- Conduct thorough investment analysis and risk profiling for clients
- Research and compile reports on financial services products, including investments, pensions, and life products
- Collaborate with the Managing Director to identify areas of improvement and implement changes
- Establish strong relationships with clients and providers through effective communication and liaison
Requirements:
- Diploma qualification and progress towards Chartered status
- Previous experience in wealth management
- Excellent communication and analytical skills
- Ability to work in a fast-paced environment and meet deadlines
Benefits:
- Competitive salary package and opportunities for career progression
- Relaxed, professional, and niche working environment
- Chance to develop and maintain relationships with clients and providers
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6 months ago
Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Senior Paraplanner, Manager
6 months ago
Edinburgh, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeA 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. They fully support and encourage career development - whether being a "career...
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6 months ago
Edinburgh, Scotland, Scotland, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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