Senior IFA Paraplanner Position

Pensions Administration OpportunityEden Scott is seeking a skilled Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £55,000 - £70,000 per annum, along with a comprehensive benefits package and opportunities for career growth.ResponsibilitiesResearch and report writing for high net...

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...

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...

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...

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...

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...

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...

IFA Job DescriptionAt Eden Scott, we're seeking a seasoned Independent Financial Advisor to join our team. As an IFA, you'll work closely with a loyal client base featuring recurring income, identifying opportunities to grow our business and deliver exceptional service.About the RoleYou'll be responsible for relationship management, focusing on preserving...

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...

About the RoleEden Scott is seeking a highly skilled and experienced Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with a comprehensive benefits package and opportunities for career growth.Key ResponsibilitiesReport...

Job OverviewWe are seeking an experienced professional to join our expanding Edinburgh office. As a Senior IFA Administrator, you will play a critical role in delivering exceptional client experiences.About the RoleThe ideal candidate will have a background in whole of market/IFA environment or provider, with experience in report writing and research. Key...

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...

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...

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...

Eden Scott is a leading recruitment agency with a busy office in Edinburgh. We are looking for an experienced Senior Administrator to IFA who can join our team and take on new challenges. The estimated salary for this role is £40,000 - £50,000 per annum, depending on experience.In this role, you will be responsible for providing administrative support to...

We are seeking an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre, working closely with our Financial Adviser to provide high-quality financial planning recommendations.ResponsibilitiesConfirm risk profile, capacity for loss and knowledge and experience is determined and updatedCarry out technical calculations and prepare...

About the RoleThis is a rare opportunity to join our company as a Paraplanner or Senior/Paraplanner Team Leader, working on a hybrid basis from our offices. You will be responsible for supporting our financial advisers with technical research and report writing.The ideal candidate will have hands-on exposure to clients, be a vital part of the advice process,...

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...

Senior Paraplanning Role AvailableA chartered financial advice firm in Edinburgh is seeking a highly experienced paraplanner or senior paraplanner to join their team. With a strong reputation and commitment to career development, this is an excellent opportunity for a skilled paraplanner to take their career to the next level.The ideal candidate will have...

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...