Paraplanner Expert

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...

A rare and exciting opportunity has emerged at Eden Scott, a leading chartered financial advice firm in Edinburgh, for an experienced paraplanner/senior paraplanner to join their team due to continued growth.This exceptional role will provide opportunities for in-depth work with client-facing elements as you become familiar with the firm. The...

Are you a skilled paraplanner looking to advance your career in financial advice?Job DescriptionWe are seeking an experienced paraplanner or senior paraplanner to join our team at Eden Scott, a leading financial advice firm based in Edinburgh. As a paraplanner with this company, you will have the opportunity to work with a close-knit and professional...

Rare Opportunity for a Paraplanning ProfessionalA leading chartered financial advice firm in Scotland seeks an experienced paraplanner or senior paraplanner to support its continued growth and success. The company has a strong reputation and supports career development, whether as a paraplanner or transitioning to financial advice.Key...

Pension Expert OpportunityEden Scott, a reputable chartered financial advice firm based in Edinburgh, is searching for an experienced Pension Expert to join their expanding team. This unique opportunity has emerged due to sustained business growth and expansion.The role will involve creating detailed suitability reports, interacting with product suppliers,...

A dynamic paraplanner or senior paraplanner is needed to support our financial advisers in providing expert guidance to clients in Edinburgh. The successful candidate will be responsible for attending client meetings, communicating with clients, and preparing client reports and suitability letters.Key Responsibilities:Attend client meetings and provide...

Eden Scott, a reputable chartered financial advice firm in Edinburgh, seeks an experienced paraplanner/senior paraplanner to join their dynamic team due to expansion.This challenging role involves:Developing in-depth Suitability Reports that align with industry standardsLiaising with product providers to collect pension and investment data for replacement...

Job Summary:A key member of our Wealth team will be responsible for providing high-quality support to our financial planners. This includes producing detailed suitability reports, developing cashflow models and conducting market research.About the Opportunity:This role offers an excellent opportunity for a motivated and experienced paraplanner to make a...

Pension Management Expert WantedWe are looking for a highly skilled Paraplanner to join our team in Edinburgh. As a Pension Management Expert, you will be responsible for providing exceptional support to our clients and contributing to the success of our business. Key skills and qualifications required include:Strong analytical and problem-solving...

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...

Job DescriptionWe are seeking an experienced Pension and Investment Specialist to join our team as a Senior Paraplanner. As a key member of our advisory team, you will be responsible for preparing Suitability Reports, liaising with product providers, and providing technical support to our clients.Key Responsibilities:Preparation of Suitability...

About the RoleWe are looking for an experienced Independent Financial Advisor to join our team at Eden Scott. As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of high net worth private clients, providing expert advice on investments, pensions, and other financial products. You will work closely with our paraplanner...

Job OverviewSeven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.About the...

**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...

Are you a seasoned financial expert looking for a new challenge? Eden Scott is seeking an experienced Independent Financial Advisor to join their growing wealth management practice. With a stable reputation and strong client base, this role offers a unique opportunity to develop your career and earn a highly competitive basic, pension, and commission...

Job OpportunityWe are currently seeking a highly skilled Independent Financial Advisor to join our team at Eden Scott. As a key member of our wealth management practice, you will play a critical role in helping our clients achieve their financial objectives.In this role, you will be responsible for managing a portfolio of high net worth private clients,...

Eden Scott's IFA practice is expanding its team of professionals, and we are looking for an experienced Chartered Paraplanner to take on the role of Investment Analysis Expert. In this position, you will play a critical part in supporting our advisors in delivering high-quality financial solutions to our clients.The successful candidate will possess...

Job Title:Financial Services ExpertAbout the Role:The role of a paraplanner has become increasingly crucial in the financial advice sector. We are seeking an experienced individual to join our team, where they will contribute to delivering exceptional client service and support.Key Responsibilities:Attend client meetings alongside Financial Planners and...

Experienced Paraplanner Wanted for Wealth Management TeamWe are seeking an experienced Paraplanner to join our wealth management team in Edinburgh. The successful candidate will play a key role in supporting the financial planning process for HNW/UHNW clients, including attending meetings, writing reports, and conducting detailed analysis.You will require a...

Are you an experienced Paraplanner who can lead from the front? Do you possess sound technical awareness and understanding of Paraplanning? **The company**: A FTSE250 UK Wealth Management firm is seeking a Paraplanning manager to support fellow Paraplanning Managers. This company approaches their work in an honest, forward-thinking manner to provide an...

About the RoleA new opportunity has arisen with a forward-thinking Wealth Manager in Edinburgh, seeking an additional Paraplanner with expertise in Defined Benefit Schemes/Pensions Transfers due to growth and increasing demands.Working in a close-knit environment, you'll assist the head of department with client requirements, gain shadowing experience, and...