Paraplanner - Financial Services

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...

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...

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,...

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 Paraplanning Team Lead to oversee the delivery of high-quality technical services to our Advice practices in Glasgow and Edinburgh.About the RoleThis is a key position that involves managing, training, and developing skilled Paraplanners within budget and headcount levels to support Advice practices. The successful candidate...

Job OverviewEden Scott, a leading chartered financial advice firm in Edinburgh, seeks an experienced paraplanner to join their team. This rare opportunity has become available due to continued growth and expansion.The role will involve preparing suitability reports, liaising with product providers, and providing technical support to the team. You will also...

Job SummaryA leading financial services firm in Edinburgh, Scotland is seeking an experienced Compliance/Paraplanner to join their team. In this dynamic role, you will be responsible for supporting the firm's objectives by splitting time between compliance and paraplanning duties. The ideal candidate will have experience in compliance and paraplanning, with...

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...

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 OverviewWe are seeking an experienced Paraplanner or Senior/Paraplanner Team Leader to join our team in Edinburgh or Dundee office. The successful candidate will provide essential support to our financial advisers through technical research and report writing.

Job DescriptionWe are seeking an experienced Financial Planner to join our team at Hymans Robertson.About the Role:As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.You will work in a collaborative team environment, supported by a...

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...

We are committed to delivering excellence in the field of financial planning at EngineeringUK, and we're looking for a skilled Paraplanner to join our team.This is a fantastic 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...

A leading chartered financial advice firm in Edinburgh is seeking an experienced Paraplanner to join their team due to continued growth. Their employees have won awards and they are renowned for being one of the best in the industry. The company fully supports and encourages career development, whether you're a 'career paraplanner' or aiming to move into...

Job Summary\This exciting opportunity has arisen for a seasoned Paraplanner to join Eden Scott in Edinburgh due to continued growth. As a leading chartered financial advice firm, they have won numerous awards and enjoy an exceptional reputation within the industry.\The successful candidate will be responsible for preparing Suitability Reports, liaising with...

About Eden ScottA leading financial advice firm in Edinburgh seeks an experienced paraplanner or senior paraplanner with a diploma minimum. This role offers flexible hybrid working, exam support, and excellent benefits.Job OverviewThe ideal candidate will attend client meetings alongside Financial Planners and Directors, communicate with clients in the...

Role OverviewWe are seeking a skilled Paraplanner to join our team in Edinburgh, responsible for providing support to Financial Planners and ensuring a positive experience for clients.The successful candidate will have access to a structured training programme, offering ongoing development opportunities. About the RoleThis role is ideal for a motivated...

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...

Job OverviewA highly demanding position has arisen at IDEX Consulting, a National Wealth Management Firm with a significant presence in Glasgow and Edinburgh.Key ResponsibilitiesRecruit, manage, train and develop high-calibre Paraplanners within budget and headcount levels,Train and monitor new employees and ensure their sign-off as competent within agreed...

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...