Compliance/Paraplanner

Location: Edinburgh, Scotland Salary: £35,000 - £45,000 (depending on experience) Working Pattern: Hybrid – 2 days in-office per week We’re seeking a skilled and motivated Paraplanner to join a leading national financial advisory firm based in Edinburgh. This is a fantastic opportunity for an experienced Paraplanner looking to...

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial...

This is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland’s leading Wealth and Asset Management Firms based in Edinburgh.C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.Job Description:• Working...

This is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland’s leading Wealth and Asset Management Firms based in Edinburgh.C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.Job Description:• Working...

Job Description This is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland’s leading Wealth and Asset Management Firms based in Edinburgh. C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm. Job...

This is an exciting opportunity for a fully qualified Paraplanner to join one of Scotland’s leading Wealth and Asset Management Firms based in Edinburgh.C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.Job Description:• Working...

Your role will include: - Liaise with product providers and other third parties to acquire required client information, including new and historic information - Issue letters of authority efficiently. Responsible for ensuring the relevant information checklist is accurate and complete before passing to the relevant Paraplanner for review - Assist the...

As a key member of our team at Premier Jobs UK Limited, you will play a vital role in supporting our Financial Advisors in providing exceptional client service and ensuring compliance with industry regulations.Key responsibilities will include:Preparing and maintaining accurate and up-to-date client files and reviewsDeveloping and implementing effective cash...

We have an excellent opportunity to join this well respected, leading Financial Planning firm. The company provide financial advice to both private and corporate clients, helping them navigate across the full spectrum of products. This includes retirement planning, investment planning, workplace pensions and various insurances. **Key...

**Financial Planning Administrator**: - FPA13 Applicants **£24,000 - £28,000 Per Annum** - Full Time**Permanent** **Edinburgh, City of Edinburgh** **Accountancy** **Job Description**: - My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. - Financial...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanner, 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 objectives,...

About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our dynamic and quality-focused team at M&G plc. As a Paraplanner, 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 objectives,...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare valuation reports...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare valuation reports...

Financial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare valuation reports and...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in the city centre. As a key member of our financial planning team, you will provide essential support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare valuation reports...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in the city centre. As a key member of our financial planning team, you will provide essential support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Prepare valuation reports...

Financial Planning Administrator OpportunityEden Scott is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in the city centre. As a key member of the financial planning team, you will provide essential support to the team of financial planners, ensuring the smooth operation of daily tasks and activities.Key...

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...

Role OverviewEden Scott is seeking an experienced Financial Planning Support Specialist to join their team in the city centre. As a key member of the financial planning team, you will provide vital support to the team of financial planners, ensuring the smooth delivery of financial planning advice to a diverse range of clients.Main ResponsibilitiesPrepare...