Senior Paraplanning Position

A key leadership opportunity at our National Wealth Management Firm, with a significant presence in Glasgow and Edinburgh.About IDEX ConsultingWe are a dynamic firm that provides innovative solutions to our clients. This role is part of our ongoing commitment to deliver exceptional service and expertise.Job DescriptionThis position involves overseeing...

Senior Paraplanning PositionEden Scott, a well-established chartered financial advice firm based in Edinburgh, is seeking a skilled Senior Paraplanner to join their dynamic team. This exciting opportunity has arisen due to business expansion and growth.The primary responsibilities of this role include preparing complex suitability reports, collaborating with...

About the RoleAre you a skilled professional seeking a flexible and dynamic role that offers growth and progression in compliance and paraplanning? A prominent firm in Edinburgh, Scotland is looking for a versatile individual to join their team in a unique hybrid position, combining compliance and paraplanning responsibilities.This role offers a balanced...

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...

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...

Job DescriptionThis Paraplanning position offers an excellent opportunity to develop your skills and knowledge in financial planning. Working closely with experienced Financial Advisers and Planners, you will play a vital role in supporting clients and contributing to the success of our business.Key responsibilities include:Preparing written advice on a...

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...

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...

Job Title:A seasoned paraplanner / senior paraplanner is sought after by a prestigious chartered financial advice firm in Edinburgh, driven by continuous growth. The company has garnered awards and enjoys a reputation for excellence within the industry.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to obtain pension...

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...

A senior-level role in our National Wealth Management Firm, with a significant presence in Scotland.About the OpportunityThis position involves overseeing Paraplanning support across multiple practices, delivering exceptional technical services to Advisers. You will also be responsible for centralised Paraplanning or technical activities.Main...

Compliance and Paraplanning Hybrid RoleA prestigious firm in Edinburgh, Scotland is seeking a talented Compliance/Paraplanner to join their team. In this unique hybrid role, you will be responsible for balancing compliance and paraplanning duties, working closely with the firm's senior management team to achieve business objectives.Key responsibilities...

A leading role in our National Wealth Management Firm, with a significant presence in Scotland.About the JobThis position involves overseeing Paraplanning support across multiple practices, delivering exceptional technical services to Advisers. You will also be responsible for centralised Paraplanning or technical activities.Main ResponsibilitiesLead and...

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...

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...

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...

Job Title: Senior Financial Planning SpecialistIndustry: Financial ServicesLocation: Edinburgh, UKSalary: Up to £65,000 per annumA reputable financial advice company in Edinburgh is seeking a skilled Senior Financial Planning Specialist to manage an existing client bank and deal with new High Net Worth (HNW) client enquiries. As a key member of the team,...

We are looking for a talented Paraplanning Team Lead to join our team at IDEX Consulting in Glasgow and Edinburgh.About the PositionThis is a fantastic opportunity to work in a dynamic and growing firm with a significant presence in Glasgow and Edinburgh. The successful candidate will be responsible for recruiting, managing, training, and developing skilled...

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...

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...