Senior Paraplanner
1 week ago
My client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider 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 / MDTo be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. If not near chartered or an enthusiasm to complete. Your background will include both Pensions and Investments with excellent report writing skills. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm. Along with this you would have team management duties or assisting less experienced members of the team and have a chance to be the part of their investment committee.In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
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Senior Paraplanner
1 day ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. The role will be exceptionally in depth with client facing elements as and when you...
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Senior Paraplanner
2 days ago
City of Edinburgh, United Kingdom Eden Scott Full timeMy client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth.The role will be exceptionally in depth with client facing elements as and when you gain...
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Senior Paraplanner
2 weeks ago
Edinburgh, United Kingdom mbf. Full time**Senior Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable up to £50,000, plus up to 20% Bonus and Benefits** A well respected and influential Investment Management Organisation currently has a requirement for an experienced Paraplanner to join their established Financial Planning division...
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Senior Adminstrator/paraplanner
1 day ago
Edinburgh, United Kingdom JohnstonGreer Full timeSenior IFA Administrator/Paraplanner £26,000 to £30,000 plus benefits Experienced Paraplanner/IFA Administartor required by this well-established wealth firm that offers first class advice to HNW clients and business owners. Due to continued growth, they are looking to recruit a senior member of staff to join the team withthe responsibility for...
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Senior and Technical Paraplanner
1 week ago
Edinburgh, United Kingdom Eden Scott Full timeMy client is a growing and reputable award winning practice based in Edinburgh city centre dealing primarily within a niche market of High net Worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team. A large amount of the...
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Assistant Paraplanner
3 days ago
Edinburgh, United Kingdom Eden Scott Full timeEden Scott’s client is seeking a motivated and detail-oriented Assistant Paraplanner to join their dynamic team in Edinburgh. This is an excellent opportunity for someone looking to develop their career in financial planning and gain hands-on experience supporting senior paraplanners and advisers. Conduct research on financial products and investment...
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Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full time3 days ago Be among the first 25 applicants This range is provided by Eden Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Eden Scott Business Manager - Financial Services recruitment at Eden Scott Due to continued growth and expansion of their...
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Senior Paraplanner
1 week ago
Edinburgh EH BB, United Kingdom The Progeny Group Limited Full timeThe opportunity As a Senior Paraplanner, you will play an integral role in the delivery of an outstanding client experience as part of our high-value proposition. You will work in close collaboration with Financial Planners to manage clients with significant portfolios. As a subject matter expert in the Paraplanning Centre of Excellence, you will take on...
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Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom mbf Full timeSenior Recruitment Professional - Financial Services Paraplanner Location: Edinburgh (Hybrid – 3 days office / 2 days home) Flexible hours or Part time considered for the right candidate - please contact us to discuss Salary: Up to £55,000 plus excellent benefits This is a rare opportunity to join a highly prestigious, long-established wealth management...
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Assistant Paraplanner
3 days ago
Edinburgh, United Kingdom Eden Scott Full timeEden Scott’s client is seeking a motivated and detail-oriented Assistant Paraplanner to join their dynamic team in Edinburgh. This is an excellent opportunity for someone looking to develop their career in financial planning and gain hands-on experience supporting senior paraplanners and advisers. Key Responsibilities: Assist in preparing suitability...