Paraplanning Role Specialist

About the RoleWe are seeking a highly skilled Paraplanner to join our dynamic and quality-focused team at M&G plc. As a key member of our Paraplanning team, you will play a critical role in preparing detailed financial planning strategies for our clients, ensuring the highest compliance standards are met.Key ResponsibilitiesAnalyse client needs and...

Paraplanning Role at Evelyn PartnersWe are seeking a skilled Paraplanning professional to join our team in Edinburgh. As a Paraplanner, you will provide support to our Financial Planners and ensure a positive experience for our clients.Your responsibilities will include preparing suitability reports, carrying out technical research, and collaborating with...

**PLEASE ONLY APPLY IF YOU HAVE SJP EXPERIENCE - THANK YOU**: - Provide a comprehensive personal and confidential administrative service to all clients - Adhere to procedures and systems which will ensure the efficient running of two solo partnership practices - Anna Miller and Hugo Cannon - To prioritise work appropriately to meet competing demands -...

About the RoleWe are seeking a talented Paraplanning professional to join our team in Edinburgh, providing support to our Financial Planners and ensuring a positive experience for our clients. In this role, you will support financial planners with client meetings, including presentation of cashflow and preparing responses on technical matters.Key...

About the RoleWe are seeking a talented Paraplanning Professional to join our team in Edinburgh, where you will provide support to our Financial Planners and ensure a positive experience for our clients. Your responsibilities will include preparing suitability reports, carrying out technical research, and collaborating with Financial Planners to deliver a...

Job Opportunity: A reputable IFA practice in Edinburgh is seeking an experienced Sales Support Administrator to join their team as a Paraplanning Assistant. This role offers an excellent opportunity for career progression and professional development.Key Responsibilities: Process applications and chase outstanding information Deal with external companies and...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Edinburgh. This is an excellent opportunity for an individual looking to progress their career in paraplanning or develop more experience in report writing.Key ResponsibilitiesDay-to-day administration, including processing applications and...

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...

Seeking an Experienced Sales Support Administrator for a Dynamic IFA Practice in EdinburghOur highly regarded IFA practice in Edinburgh is seeking a skilled Sales Support Administrator to join our team. This exciting opportunity is ideal for an experienced individual looking to progress their career in paraplanning or develop their expertise in report...

Senior Paraplanner / Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner / Manager to join their team in a highly respected wealth management firm. This is a rare opportunity for someone to make a significant impact, utilise their expertise, and add value during an exciting time in the company's history.The role will...

Senior Paraplanner / Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner / Manager to join their team in a highly respected wealth management firm. This is a rare opportunity for someone to make a significant impact, utilise their expertise, and add value during an exciting time in the company's history.The role will...

Exciting Opportunity for a ParaplannerWe are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp in Central Edinburgh. As a key member of our team, you will play a vital role in supporting our advisers with producing client recommendations and compiling suitability reports.You will have the opportunity to work with a range of...

We are seeking an experienced Pensions Administration Specialist to join our Paraplanning team in Edinburgh. In this role, you will provide support to our Financial Planners, ensuring a positive experience for our clients. You will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We...

About the RoleAs a Financial Consultant at abrdn, you will play a crucial role in delivering high-quality financial planning and paraplanning services to a large portfolio of clients. This is an exciting opportunity to combine your expertise in paraplanning with the delivery of advice, working closely with clients to understand their needs and goals.Key...

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...

A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh.Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers.In this role, you will also be responsible for a number of centralised Paraplanning or technical...

About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining great relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

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...

About the RoleWe are seeking an experienced Sales Support Administrator to join our busy and growing IFA practice in Edinburgh. As a key member of our team, you will be responsible for providing administrative support to our Paraplanner and assisting with the day-to-day running of the office.Key ResponsibilitiesProcess applications and chase outstanding...