Paraplanning Professional

About the RoleAre you a skilled professional seeking a flexible and dynamic role that offers growth and progression in compliance and paraplanning? A prominent firm in Edinburgh, Scotland is looking for a versatile individual to join their team in a unique hybrid position, combining compliance and paraplanning responsibilities.This role offers a balanced...

A Dynamic Role Awaits: Become an integral part of our expanding IFA business as a Trainee Paraplanning Professional, where you will gain hands-on experience in delivering top-notch client service, maintaining records, and driving business growth.About IDEX Consulting: Our forward-thinking approach sets us apart from competitors, offering you unparalleled...

About the RoleThis Paraplanner position at Evelyn Partners is a key opportunity to support our Financial Planners in delivering exceptional client experiences. As a Paraplanner, you will play a vital role in preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.Key ResponsibilitiesPrepare...

About the RoleThis is an exciting opportunity to join our team as a senior-level Paraplanning professional and contribute your expertise in managing a high-performing team of Paraplanners.Responsibilities and ExpectationsYou will be responsible for recruiting, training, and developing Paraplanners to meet the firm's objectives,Developing and implementing...

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...

**Company Overview**We are creating an exceptional place to work for talented professionals in the field of financial planning.This is a great opportunity for a qualified or part-qualified Paraplanner to progress their career within a dynamic and quality-focused team with an exceptional reputation in the market.Key Responsibilities:Conduct thorough analysis...

Senior 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...

About the Role\We are seeking a skilled Paraplanner to join our team at Eden Scott in Edinburgh. As a leading chartered financial advice firm, we offer a dynamic and supportive work environment that encourages career development and growth.\The ideal candidate will have experience in preparing Suitability Reports, liaising with product providers, and...

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 CV LibraryWe are a respected institution in the financial services sector, offering a range of exciting opportunities to talented individuals.Key Responsibilities:Deliver high-quality administrative support to financial planners and ensure that new business is processed efficiently.Develop strong relationships with clients and product providers,...

Job Summary: We are seeking a highly motivated and organized Trainee Paraplanning Professional to join our dynamic IFA business in Edinburgh. As a key member of the team, you will be responsible for delivering exceptional client service while working towards your diploma in financial services.About Us: Our company, IDEX Consulting, is a leading player in the...

Welcome to EngineeringUK, where we strive to create an exceptional environment for exceptional talent in the field of financial planning.We are currently seeking a qualified or part-qualified Paraplanner to join our dynamic and quality-focused team, with an exceptional reputation in the market.Key Responsibilities:Undertake thorough analysis and research to...

We are committed to delivering excellence in the field of financial planning at EngineeringUK, and we're looking for a skilled Paraplanner to join our team.This is a fantastic opportunity for a qualified or part-qualified Paraplanner to progress their career within a dynamic and quality-focused team with an exceptional reputation in the market.Key...

A leading chartered financial advice firm in Edinburgh is seeking an experienced Paraplanner to join their team due to continued growth. Their employees have won awards and they are renowned for being one of the best in the industry. The company fully supports and encourages career development, whether you're a 'career paraplanner' or aiming to move into...

We are seeking a highly motivated and experienced Sales Support Administrator to join our team at Eden Scott, a busy and growing IFA practice in Edinburgh. The ideal candidate will have a strong background in financial services, with a focus on paraplanning or report writing.The successful candidate will be responsible for day-to-day administration, client...

Location: Edinburgh, Scotland (Office-Based) Salary: £40,000 - £60,000 (plus benefits, depending on experience) Are you a skilled professional with experience in compliance and paraplanning, looking for a flexible role that offers growth and progression? A prominent firm in Edinburgh is seeking a versatile individual to join their team in a...

Paraplanning Manager Opportunity at a Leading Wealth Management FirmThe role of Paraplanning Manager at our esteemed client is a rare and exciting opportunity for an experienced professional to join their team. As a Paraplanning Manager, you will be responsible for providing technical support to the team, preparing Suitability Reports, and liaising with...

**Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

An esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. In this role, you will have the opportunity to work with an established client base while also generating new business. With comprehensive...

Location: Edinburgh, Scotland Salary: £35,000 - £45,000 (depending on experience) Working Pattern: Hybrid – 2 days in-office per week We’re seeking a skilled and motivated Paraplanner to join a leading national financial advisory firm based in Edinburgh. This is a fantastic opportunity for an experienced Paraplanner looking to...

Job DescriptionWhat will you be doing?We’re seeking a talented individual to join our Paraplanning team in Edinburgh, which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners clients.  In this role you will also support financial planners with client meetings including presentation of...

Job Description A 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...

Job Description A 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...

A 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...

A 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...

A 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...

**About us** At Azets people are at the core of what we do, with trainees being the first important building block in our success. We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce. With...

A 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...