Paraplanner
1 day ago
Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.
Their employees have won awards and their reputation amongst the best in the industry.
They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
The role will be exceptionally in depth with client facing elements as you become familiar with the firm.
Primarily it will involve; Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts.
Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting.
Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
As a close knit and warm, professional business team collaboration is key - sharing knowledge and making suggestions for improvements if applicable.
To be consider you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported).
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Senior Paraplanner
1 day ago
City of Edinburgh, United Kingdom Johnstongreer Full timeSenior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm's Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.Operating as a...
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Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...
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Paraplanner
4 days ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...
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Senior Paraplanner, Manager
1 day ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy.The role would be based hybrid from their...
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Paraplanner
2 weeks ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local...
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Paraplanner
3 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol offers a...
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Paraplanner
2 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
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Paraplanner
2 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
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Paraplanner - Edinburgh or Glasgow
2 weeks ago
Stockbridge, City of Edinburgh, United Kingdom CV-Library Full timeThe Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a growing Financial Planning firm with a good reputation the whole team take...
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Paraplanner
4 weeks ago
Edinburgh, United Kingdom CV-Library Full timeLocation: 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...
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Paraplanner
1 week ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.Requirements:1-3 years experience as an ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma in Financial PlanningKey Responsibilities:To draft...
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Paraplanner
1 week ago
City of Bristol, United Kingdom VPA London Full timeJob Description Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team. Requirements: 1-3 years experience as an Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma in Financial Planning Key...
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Paraplanner
1 month ago
Edinburgh, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...
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Paraplanner
7 months ago
Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Paraplanner
7 months ago
Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Paraplanner
7 months ago
Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
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Paraplanner
6 months ago
Edinburgh, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
6 months ago
Edinburgh, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Assistant Paraplanner
2 months ago
Edinburgh, United Kingdom CV-Library Full timeRole: Assistant Paraplanner Location: Edinburgh Salary: Up to £30,000 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals...
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Senior Paraplanner
1 week ago
City Of Bristol, United Kingdom VPA London Full timeOur client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...