Paraplanner Team Lead

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,...

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...

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...

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...

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...

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 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 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...

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...

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...

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...

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...

IDEX Consulting is seeking a highly skilled Wealth Management Specialist to lead our Paraplanning team in Glasgow and Edinburgh.About the JobThis is a challenging role that requires a strong understanding of financial services technical requirements and the ability to coach, mentor, and develop staff. The successful candidate will be responsible for...

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...

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...

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...

Job Summary:We require an experienced Paraplanner or Senior/Paraplanner Team Leader to provide support to our financial advisers and contribute to our growth strategy in Edinburgh or Glasgow office.Main Responsibilities:Deliver technical research and report writing support to financial advisersParticipate in meetings as neededAssist with financial planning,...

Paraplanner RoleEden Scott is a leading financial advice firm based in Edinburgh, and we're seeking an experienced Paraplanner to join our team.As a Paraplanner, you'll be responsible for providing technical support to our Financial Planners and Directors, communicating with clients, and preparing client advice.Your primary duties will include:Attending...