Paraplanning Professional

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...

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...

A Dynamic Role Awaits: Become an integral part of our expanding IFA business as a Trainee Paraplanning Professional, where you will gain hands-on experience in delivering top-notch client service, maintaining records, and driving business growth.About IDEX Consulting: Our forward-thinking approach sets us apart from competitors, offering you unparalleled...

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...

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...

**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...

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...

Ambitious professionals with a passion for financial planning are invited to apply for the Paraplanner role at AMG Search in Edinburgh.About the Role:Conduct thorough research on financial products and services to inform client advice.Draft detailed financial planning reports tailored to clients' unique needs and circumstances.Support advisers in preparing...

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...

Required Skills and QualificationsIt is essential that candidates either hold or be actively working towards a relevant qualification (CII Diploma in Regulated Financial Planning or an equivalent). Previous Paraplanning or Advice experience is preferred, but not required.Key responsibilities include conducting quality analysis and research to arrive at the...

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 Title: Financial AdvisorIndustry: Financial ServicesLocation: Edinburgh, UKEstimated Salary: £65,000 - £100,000+We are seeking a talented Financial Adviser to join our team at Recruit UK | Certified B Corp™.As a Financial Adviser, you will be responsible for managing an existing client bank and dealing with new high-net-worth (HNW) client enquiries....

About the RoleThis is a challenging and rewarding position that requires strong analytical skills, attention to detail, and excellent communication abilities.The successful candidate will have experience in financial planning, preferably with a Level 4 Diploma in Financial Planning or equivalent.The salary for this role is £45,000 - £60,000 per annum,...

About UsEden Scott is a close-knit and warm professional business team that values collaboration and innovation. We are seeking a committed, enthusiastic, and flexible individual who can bring new ideas to the firm.This is an excellent opportunity to develop your experience, further your career, and utilise your expertise. You will work closely with our team...

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...

Company OverviewWe are a large IFA business based in Edinburgh, providing financial services to clients. We are looking for a skilled individual to join our team as a Trainee Paraplanner.Salary and BenefitsThe successful candidate will receive an excellent salary and bonus package. In addition, they will have the opportunity to work with one of Scotland's...

About CV LibraryWe are a respected institution in the financial services sector, offering a range of exciting opportunities to talented individuals.Key Responsibilities:Deliver high-quality administrative support to financial planners and ensure that new business is processed efficiently.Develop strong relationships with clients and product providers,...

A rare opportunity has arisen at a highly regarded wealth management firm to join their Edinburgh office. As a key member of the support team, you will provide high-quality administrative services to HNW clients.Depending on your experience, paraplanning duties may include report writing, research, investment and financial reviews. You will work in a...

Job Summary: We are seeking a highly motivated and organized Trainee Paraplanning Professional to join our dynamic IFA business in Edinburgh. As a key member of the team, you will be responsible for delivering exceptional client service while working towards your diploma in financial services.About Us: Our company, IDEX Consulting, is a leading player in the...