Paraplanner Support Specialist

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...

Role Overview:We are seeking an experienced Financial Paraplanner to join our Wealth team in Scotland. This is an exciting opportunity for a skilled professional to provide high-quality support to our financial planners.The ideal candidate will have a strong understanding of financial services, excellent communication skills and the ability to work...

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...

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,...

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...

Job Title: Paraplanner - Financial ServicesWe are looking for a talented Paraplanner - Financial Services to support our team in Edinburgh. The ideal candidate will have excellent communication skills and experience in financial services.About the Role:Develop and maintain client contact and relationships.Key Responsibilities:Attend client meetings alongside...

Role 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...

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...

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...

Job OverviewWe are seeking an experienced Paraplanner or Senior/Paraplanner Team Leader to join our team in Edinburgh or Dundee office. The successful candidate will provide essential support to our financial advisers through technical research and report writing.

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...

A challenging and rewarding role has arisen for a Senior IFA Administrator or Paraplanner to join our busy office in Edinburgh. The successful candidate will have a proven track record in whole of market/IFA environment or provider, with expertise in report writing and research.This is an excellent opportunity for an experienced professional to take their...

Job Overview:We are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. The successful candidate will have a strong background in finance and excellent communication skills. In this role, you will work closely with Financial Planners and Directors to provide high-quality support to our clients.About the Position:This is an...

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...

About the RoleThis exciting opportunity has arisen due to the continued expansion of our team in Edinburgh. We are seeking a skilled Paraplanner or Senior Paraplanner to join our close-knit and professional business team.The ideal candidate will possess strong back-office systems and platforms experience, excellent report writing skills, and a passion for...

We are seeking a highly motivated and compassionate Care Support Specialist to join our team at Bespoke Support in Dumfries.This is an exciting opportunity for individuals who value independence, dignity, and respect in the lives of those we support.As a Care Support Specialist, you will play a vital role in providing tailored support to enable individuals...

Job DescriptionWe are seeking a highly skilled Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. This is an exceptional opportunity for an experienced Paraplanner or Senior Paraplanner to further their career and utilise their expertise.The role will involve:Preparation of Suitability ReportsLiaising with...

About the RoleWe are seeking a Senior Paraplanner to join our team in either Edinburgh or Glasgow. The successful candidate will be responsible for providing support to our financial advisers through technical research and report writing.The ideal candidate will have strong communication and interpersonal skills, as well as the ability to work effectively in...

Eden Scott is a leading chartered financial advice firm in Edinburgh, offering an exciting opportunity for an experienced paraplanner/senior paraplanner to join their team due to continued growth.The role will be exceptionally in-depth with client-facing elements as you become familiar with the firm. Primarily, it will involve:Preparation of Suitability...

A dynamic paraplanner or senior paraplanner is needed to support our financial advisers in providing expert guidance to clients in Edinburgh. The successful candidate will be responsible for attending client meetings, communicating with clients, and preparing client reports and suitability letters.Key Responsibilities:Attend client meetings and provide...