Trainee Paraplanning Professional

IDEX Consulting is seeking a highly skilled Wealth Management Specialist to lead our Paraplanning team in Glasgow and Edinburgh.About the JobThis is a challenging role that requires a strong understanding of financial services technical requirements and the ability to coach, mentor, and develop staff. The successful candidate will be responsible for...

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...

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 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...

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...

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...

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...

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 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...

Are you looking for a challenging and rewarding role in healthcare? We are seeking a skilled and enthusiastic individual to join our team as a Trainee Dental Nurse at Scottish Dental Care.As a Trainee Dental Nurse, you will be responsible for:Providing outstanding patient care and support to our clinical teamDeveloping your skills and knowledge through...

Your Career PathWe're seeking enthusiastic individuals to join our team as a Trainee Sales Advisor. In this role, you'll be responsible for promoting and selling our clients' products to customers across different channels in Edinburgh. This Trainee Sales Advisor position is ideal for driven, motivated individuals who excel in a target-driven and fast-paced...

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...

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...

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...

Company OverviewAt SGN, we deliver safety, warmth, and comfort to homes and businesses across the community.Job DescriptionWe are recruiting for our latest Trainee Pressure Control & Trainee Pipeline Craftsperson openings – offering plenty of opportunities for training, progression, and a career in the energy industry.You will become an expert over the...

About the RoleThis is an exciting opportunity to join our team as an Accounting Trainee in our Edinburgh office. As a trainee, you will work closely with experienced professionals to gain hands-on experience in financial record preparation, management accounts, VAT returns, and other financial information.You will be a key point of contact for your portfolio...

Job Title: Early Talent Scheme TraineeWe are excited to offer an Early Talent Scheme Trainee position at Miller Homes, providing a unique opportunity for early-career professionals to develop their skills and knowledge in land and development.The successful candidate will be part of a dynamic community of trainees and professionals, gaining hands-on...

Are you looking for a challenging and rewarding career in the gas industry? Do you want to make a real difference in the lives of people and communities? If so, we invite you to apply for the position of Gas Industry Trainee Specialist.In this role, you will have the opportunity to develop a wide range of skills and knowledge, from pipeline maintenance and...