DB Transfer Specialist, Senior Paraplanner
2 days ago
A new job vacancy has become available with our forward thinking Wealth Manager based in Edinburgh. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers.The company has gone from strength to strength over the past few years and with a prestigious reputation within the advice market particularly transfers they require additional assistance in this team.Working within a close knit yet diverse environment you would be working closely with the head of department to assist in the smooth running of client demands due to the complexity of the tasks involved. You'd be given excellent exposure, gaining shadowing experience with some of the industry's best and encouraged to do further exams and develop towards chartered status if you wish to do so. The role will be gathering all relevant scheme information undertaking the analysis and packaging it for review by the PTS.A pre requisite for suitable applicants is Final Salary Transfer Experience - doing analysis, writing reports, doing research. A background within an advisers is preferred within a Paraplanner/support role, TVAs and Cashflow modelling experience would be of value but not a must. Given the specifics of the job it is required for candidate's to have AF3 or AwPetr ideally. This is an excellent one off opportunity for a motivated and dynamic individual to really utilise their knowledge of the industry, challenge themselves and be part of the firm during a growing and exciting time within their history.In return they are offering a competitive basic, benefits package and further support and encouragement within an autonomous work culture.
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Paraplanner
2 days ago
Edinburgh, United Kingdom Independent Resourcing Consultancy Full timeIRC is delighted to be recruiting and experienced Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in Pension Transfers. THIS CAN BE EITHER OFFICE BASED OR REMOTE BASED SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE...
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Senior Paraplanner
1 week ago
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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Paraplanner
6 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £28,000 to £35,000 plus benefits and exam support Paraplanner required by this long-established wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning, investmentsand tax. As the Paraplanner you will be...
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Paraplanner
2 weeks ago
Edinburgh, United Kingdom mbf. Full time**Paraplanner - National HNW Wealth Manager - Salary negotiable to £45K plus Bonus and Benefits - Edinburgh - Progression available** MBF are currently working with a growing National Wealth Management Organisation who are looking to add an experienced Paraplanner to their team in Edinburgh - This company, already a top 10 UK Wealth Manager, have big plans...
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Senior Paraplanner
4 days 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
4 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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Paraplanner
2 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £25,000 to £32,000 plus benefits Paraplanner required by this established UK wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning, investments andtax. Working with a portfolio of clients your duties...
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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
4 days 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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Pensions Transfer Senior Associate
4 days ago
Edinburgh, United Kingdom Financial Conduct Authority Full timeThe Role We are currently recruiting for a Pension Transfer Specialist to join our Advisers, Wealth & Pensions Department (AWP) which sits within the Consumer Investments (CI) Directorate. AWP are responsible for the supervision of over 6000 firms across the Financial Adviser, Wealth Management portfolios. Our focus is to reduce harm, particularly that...
