Paraplanning Expert

7 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Opportunity

We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a vital role in supporting our Financial Advisers and contributing to the growth of our business.

The successful candidate will have a strong background in pensions and investments, with excellent report writing skills and the ability to work collaboratively as part of a close-knit team. You will be responsible for preparing Suitability Reports, liaising with product providers, and providing technical support to the team.

Key responsibilities will include:

  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Providing technical support to the team with paraplanning and research
  • Carrying out market research on behalf of the Financial Adviser
  • Assisting in due diligence reviews of investment funds and platforms

We offer a competitive package, hybrid working, further study support, and the opportunity to develop your skills and expertise in a growing business. If you are a motivated and enthusiastic individual with a passion for paraplanning, we would love to hear from you.

  • Paraplanning Expert

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job OpportunityWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a vital role in supporting our Financial Advisers and contributing to the growth and success of our business.The successful candidate will have a strong background in...

  • Paraplanning Expert

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job OpportunityWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a vital role in supporting our Financial Advisers and contributing to the growth and success of our business.The successful candidate will have a strong background in...

  • Paraplanning Expert

    7 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner Opportunity at Eden ScottWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial advice firm, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...

  • Paraplanning Expert

    7 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Paraplanner Opportunity at Eden ScottWe are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our financial advice firm, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...

  • Paraplanning Expert

    5 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Exciting Opportunity for Experienced ParaplannersWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth and success of our business.Key...

  • Paraplanning Expert

    5 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Exciting Opportunity for Experienced ParaplannersWe are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth and success of our business.Key...

  • Financial Planning Specialist

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

    Key Responsibilities:Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.Conduct research and analysis on various financial products, including pensions, investments, and insurance.Prepare accurate and compliant suitability reports and financial planning documentation.Monitor and review client...

  • Financial Planning Specialist

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

    Key Responsibilities:Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.Conduct research and analysis on various financial products, including pensions, investments, and insurance.Prepare accurate and compliant suitability reports and financial planning documentation.Monitor and review client...

  • Financial Paraplanner

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About the RoleEden Scott is seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will play a vital role in supporting our Financial Advisers and contributing to the success of our business.Key ResponsibilitiesPreparation of Suitability Reports: You will be responsible for preparing comprehensive...

  • Financial Paraplanner

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About the RoleEden Scott is seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will play a vital role in supporting our Financial Advisers and contributing to the success of our business.Key ResponsibilitiesPreparation of Suitability Reports: You will be responsible for preparing comprehensive...

  • Financial Planning Expert

    3 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 comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Financial Planning Expert

    2 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 comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Financial Paraplanner

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial Paraplanner Opportunity **About the Role** We are seeking an experienced paraplanner to join our team in Edinburgh. As a leading chartered financial advice firm, we offer a supportive environment for career development and growth. **Key Responsibilities** * Prepare Suitability Reports * Liaise with product providers to collate pension and...

  • Financial Paraplanner

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Financial Paraplanner Opportunity **About the Role** We are seeking an experienced paraplanner to join our team in Edinburgh. As a leading chartered financial advice firm, we offer a supportive environment for career development and growth. **Key Responsibilities** * Prepare Suitability Reports * Liaise with product providers to collate pension and...

  • Financial Paraplanner

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    **About Eden Scott**We are a highly respected wealth management firm with a strong presence in the financial services industry.**Job Summary**We are seeking an experienced Paraplanner to join our team in Edinburgh. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers and Management team in providing high-quality financial...

  • Financial Paraplanner

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    **About Eden Scott**We are a highly respected wealth management firm with a strong presence in the financial services industry.**Job Summary**We are seeking an experienced Paraplanner to join our team in Edinburgh. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers and Management team in providing high-quality financial...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...