Senior Paraplanning Manager

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...

We are seeking a highly motivated and experienced Sales Support Administrator to join our team at Eden Scott, a busy and growing IFA practice in Edinburgh. The ideal candidate will have a strong background in financial services, with a focus on paraplanning or report writing.The successful candidate will be responsible for day-to-day administration, client...

**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 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...

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...

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...

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...

Senior Paraplanner, Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner, Manager to join their wealth management team. This is a rare opportunity for a skilled professional to make a significant impact and add value to the firm's growth.The role will involve:Preparation of comprehensive suitability reportsLiaising with product...

Senior Paraplanner, Manager OpportunityEden Scott is seeking an experienced Senior Paraplanner, Manager to join their wealth management team. This is a rare opportunity for a skilled professional to make a significant impact and add value to the firm's growth.The role will involve:Preparation of comprehensive suitability reportsLiaising with product...

Exciting Opportunity for a Senior Paraplanner/ManagerOur client, a highly respected wealth management firm, is seeking an experienced Senior Paraplanner/Manager to join their team. This is a rare and exciting opportunity for someone to make a significant impact, utilize their expertise, and add value during a period of growth and evolution.The role will...

Senior Paraplanner ManagerEden Scott is seeking a highly skilled Senior Paraplanner Manager to join their wealth management team. This is an exceptional opportunity for an experienced paraplanner to utilise their expertise and add value during a period of growth and change within the firm.The role will involve:Preparation of Suitability ReportsLiaising with...

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...

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...

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...

Exciting Opportunity for a Paraplanner/Senior ParaplannerEden Scott is seeking an experienced Paraplanner/Senior Paraplanner to join their team in Edinburgh. This is a rare opportunity to support the planners during a period of growth and development.The role will involve:Preparation of Suitability ReportsLiaising with product providers to collate pension...

Role Overview: A dynamic opportunity has arisen for a Paraplanning professional to join our expanding team in Edinburgh. As a key member of our support team, you will provide high-quality support to our highly regarded advisers, working on report writing, research, investment and financial reviews.Key Responsibilities:Report writing and research for our...

My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...

About the RoleHays Senior Finance is partnering with a top UK Chartered Accountancy Firm to find an experienced Audit Senior. This organisation is people-centric and provides excellent benefits and flexible working opportunities. They offer accounting, audit, tax, and business advisory services to clients across various industries.Your New RoleIn this role,...