Paraplanner
3 weeks ago
Paraplanner Permanent, Full-Time Edinburgh – Hybrid Salary depending on experience Meraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh.
This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent benefits.
This is a perfect opportunity for a qualified Paraplanner to join a firm that not only has a modern approach to working but also promotes career growth and progression.
You will work alongside experienced financial planners and financial advisors who will guide you in your developing career.
The purpose of the Paraplanner is to provide ongoing support and assistance to the Financial Advisors and Planners and facilitate the smooth processing of new and current business.
Responsibilities will include: Understanding current regulations and principles Supporting the delivery of client services Communicating with clients and providing guidance, whilst supporting colleagues with client interaction Investigating and analysing the aims of clients while creating solutions Producing financial plans and providing information analysis to advisors To be considered for this appointment you must have: At least 3 years of proven experience in a Paraplanning role Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent Experience in analysing clients' aims with the ability to construct solutions The ability to provide support and guidance to junior team members The ability to demonstrate strong problem-solving skills, and deliver client solutions.
Be able to manage various workstreams and meet client deadlines Apply Now Lauren wants: Paraplanning, Level4, DipPFS, Suitability Reports, Clients, Financial Planning 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you." Please see our website page headed 'Privacy Notice' for an explanation about how we use the information we collect about you'
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Paraplanner / Trainee Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner Edinburgh Meraki Talent's Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide...
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Paraplanner
4 weeks ago
City of 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
3 weeks ago
City of 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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Senior Paraplanner
4 weeks 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
6 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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Paraplanner
1 month 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
1 week ago
City of London, United Kingdom Heat Recruitment Full timeHeat Recruitment are working on an excellent opportunity for an experienced Paraplanner to join a leading Financial Planning firm based in the City of London They are particularly focused on providing advice to High Net Worth individuals across London. My client is a small to medium sized Financial Plannig firm. They are actively seeking an experienced...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Paraplanner
2 weeks ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £28,000 to £35,000 plus exam support and benefits Paraplanner required by this regional wealth manager which has been providing generational advice to it's client portfolio for over 50 years. Paraplanner required to operate across a wide range of Private Client advice and offer real input to the adviceprocess. As the Paraplanner you will be...
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Paraplanner
2 weeks ago
Edinburgh, United Kingdom Recruit UK Full timeAre you working towards your Diploma in Financial Planning and looking to become a Paraplanner? Recruit UK are working on an excellent opportunity for a Paraplanner in Edinburgh to join a Financial Planning practice. Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of...
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Paraplanner / Trainee Paraplanner
2 weeks ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeParaplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide...
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Paraplanner
1 week ago
Edinburgh, United Kingdom Heat Recruitment Full time**Role: Paraplanner** **Location: Edinburgh (with some Hybrid working)** Are you an experienced Paraplanner seeking a new opportunity in Edinburgh? Our client is looking for a qualified Paraplanner to join their team in the central Edinburgh office. You will have the opportunity to join a company that has been established for more than 40 years and has over...
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Paraplanner
3 weeks ago
City of London, United Kingdom Burgh Recruitment Limited Full timeJob Description Paraplanner Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement...
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Paraplanner
3 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob DescriptionParaplanner Permanent, Full-Time Edinburgh – Hybrid Salary depending on experience Meraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh. This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent...
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Paraplanner
1 week ago
City of London, United Kingdom Ortus PSR Full timeA Fully Independent Advisory firm in London is looking to hire a Paraplanner who will provide technical and client management support to a team of Financial Advisers. This role offers the opportunity to support the business with providing high-quality, compliant financial planning. The company culture is at the heart of everything they do - values such as...
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Trainee Paraplanner
4 days ago
City of London, United Kingdom Premier Jobs UK Limited Full timeThis Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...