Current jobs related to Financial Planning Assistant - Edinburgh, Edinburgh - Eden Scott

  • Financial Planning Specialist

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...

  • Financial Planning Specialist

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...

  • Financial Planning Specialist

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...

  • Financial Planning Specialist

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Front Row Recruitment Full time

    Financial Planning Administrator Opportunity **About the Role** We are seeking an experienced Financial Planning Administrator to join our client's Edinburgh team. As a key member of the team, you will provide administrative support to financial planners, ensuring the smooth delivery of services to clients. **Key Responsibilities** * Assist financial...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Front Row Recruitment Full time

    Financial Planning Administrator Opportunity **About the Role** We are seeking an experienced Financial Planning Administrator to join our client's Edinburgh team. As a key member of the team, you will provide administrative support to financial planners, ensuring the smooth delivery of services to clients. **Key Responsibilities** * Assist financial...

  • Financial Planning Assistant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Front Row Recruitment Full time

    Financial Planning Administrator OpportunityOur client, a leading name in the UK Financial Services and Investment Management sectors, is seeking an experienced Financial Planning Administrator to join their Edinburgh team.Key Responsibilities:Assist financial planners with new business submissionsWork with financial planners to produce annual reviews for...

  • Financial Planning Assistant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Front Row Recruitment Full time

    Financial Planning Administrator OpportunityOur client, a leading name in the UK Financial Services and Investment Management sectors, is seeking an experienced Financial Planning Administrator to join their Edinburgh team.Key Responsibilities:Assist financial planners with new business submissionsWork with financial planners to produce annual reviews for...

  • Financial Planning Assistant

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a highly skilled and motivated Paraplanner to join our team and contribute to our continued success.Key ResponsibilitiesSupport our Financial Planners in conducting...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanning Opportunity at ProgenyWe are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.Key ResponsibilitiesSupport the Financial Planners...

  • Financial Planning Assistant

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Schroders Full time

    About SchrodersWe are a global investment manager helping institutions, intermediaries, and individuals invest money to meet their goals, fulfill their ambitions, and prepare for the future.The RoleWe are seeking a skilled Paraplanning Professional to join our Wealth Management team. As a key member of our team, you will assist Wealth Planners in managing...

  • Financial Planning Assistant

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Schroders Full time

    About SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.About the RoleWe are seeking a highly organized and motivated individual to join our Wealth Management team as a Paraplanner Support Specialist....

  • Financial Planning Assistant

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    About the RoleThe role of Financial Planning Assistant at Evelyn Partners is designed to support our Financial Planners in delivering high-quality advice to clients. This position plays a crucial role in ensuring that suitability reports are prepared accurately and that client records are up-to-date.Key ResponsibilitiesPrepare suitability reports across a...

  • Financial Planning Assistant

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Progeny Full time

    Paraplanner Job DescriptionProgeny is a dynamic and forward-thinking financial services firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled and experienced Paraplanner to join our team and contribute to our continued success.Key ResponsibilitiesSupport our Financial Planners in research and analysis...

Financial Planning Assistant

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
About the Role

We are seeking an experienced Paraplanner or Senior Paraplanner to join our team at Eden Scott. As a leading financial advice firm, we offer a dynamic and supportive work environment, with opportunities for growth and development.

Key Responsibilities
  • Attend client meetings as required, working closely with Financial Planners and Directors to provide exceptional client service.
  • Research and prepare client advice, ensuring compliance with regulatory requirements and maintaining accurate records.
  • Liaise with product providers to collate pension and investment information, and maintain client files.
  • Stay up-to-date with financial products and legislation, ensuring our advice is always current and relevant.
Requirements
  • Experience as a Paraplanner or Senior Paraplanner, with a strong background in financial planning and administration.
  • Excellent back office systems and platforms experience, with a keen eye for detail and strong analytical skills.
  • Strong report writing skills, with the ability to communicate complex information in a clear and concise manner.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for further study and professional development. Our hybrid working model allows for a great work-life balance, and we are committed to supporting our employees in their careers.