Paraplanner - IFA Practice

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...

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...

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...

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...

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...

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...

IFA Job DescriptionAt Eden Scott, we're seeking a seasoned Independent Financial Advisor to join our team. As an IFA, you'll work closely with a loyal client base featuring recurring income, identifying opportunities to grow our business and deliver exceptional service.About the RoleYou'll be responsible for relationship management, focusing on preserving...

We are currently seeking an IFA Practice Assistant to join our dynamic team at Eden Scott. In this role, you will provide administrative support to our financial planners, handle internal and client queries, and prepare valuation reports.The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of the financial...

About the Role:As a Back Office Administrator in our IFA practice, you will play a vital role in supporting our financial planners and ensuring the smooth operation of our back office functions.Key responsibilities include:Preparing and maintaining accurate records and reportsProcessing new business and dealing with internal and client queriesProviding...

We are seeking an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre, working closely with our Financial Adviser to provide high-quality financial planning recommendations.ResponsibilitiesConfirm risk profile, capacity for loss and knowledge and experience is determined and updatedCarry out technical calculations and prepare...

Eden Scott is a reputable wealth management practice seeking an experienced IFA to join their team. This is an excellent opportunity for a skilled professional to leverage their expertise and contribute to the company's growth.The job will be based either at home or in the office, offering flexibility and convenience. You will have access to a local office,...

We are seeking an experienced Financial Planning Specialist to join our team in Edinburgh City Centre. As a key member of our IFA Practice, you will be responsible for ensuring the completeness of client files and gathering necessary information.Job ResponsibilitiesConfirm risk profile, capacity for loss, and knowledge and experience is determined and...

About the RoleEden Scott is seeking a highly skilled and experienced Pensions Administrator or IFA Paraplanner to join their team in Edinburgh.This senior role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, along with a comprehensive benefits package and opportunities for career growth.Key ResponsibilitiesReport...

Job DescriptionWe are seeking a skilled Paraplanner to join our team in Edinburgh. The successful candidate will assist in the preparation of Suitability Reports and provide support to the Financial Adviser/MD.Key responsibilities include:Liaising with product providers for pension and investment informationAssisting in due diligence reviews of investment...

About this RoleWe are looking for a seasoned IFA to join our team at Eden Scott, a thriving wealth management practice. As a key member of our team, you will play a crucial role in delivering exceptional client service and driving business growth.In terms of salary, we estimate that this role comes with a competitive remuneration package, estimated to be...

At Eden Scott, we pride ourselves on being a dynamic and forward-thinking wealth management practice. We are currently seeking an experienced IFA to join our team and contribute to our continued success.The ideal candidate will be highly skilled and able to provide exceptional client service. In return, we offer a competitive salary package, estimated to be...

We are a highly respected wealth management firm based in Edinburgh, seeking an experienced Paraplanner to join our team. As a key member of our team, you will provide support to our Financial Adviser and MD, assisting in the preparation of Suitability Reports and liaising with product providers.Required Skills and Qualifications:Experience of working in a...

Company Overview: Eden Scott is a reputable and stable wealth management practice experiencing significant growth.We are seeking an experienced Independent Financial Advisor (IFA) to join our team. As a key member, you will be responsible for servicing your existing client base while developing new business opportunities due to our exceptional reputation and...

My client is a respected wealth management firm in Edinburgh city centre. This role involves preparing Suitability Reports and liaising with product providers for pension and investment information.To be considered, you must be an experienced Paraplanner within an IFA, having completed exams or made significant progress towards them. Your background should...