Administrator/Trainee Paraplanner
7 days ago
Job description A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh.You must have some experience in the IFA Industry and be working towards your diploma in financial services.The role will involve:Report writing for a variety of financial services products including ISA's and pensionsPlatform work including switches on Quilter/Transact/ParmenionDevelop and maintain effective relationships with clients, colleagues and product providers.Point of contact for Advisers, Clients, Insurance Companies and third party providers.Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.Maintain client records on Intelligent Office (IO) to ensure they are up to date and accurate.Update client information on Intelligent Office and inform adviser accordingly.Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct clientProvide a valuation table and review pack to the adviser in a timely manner for a client ensuring the information is up to date and accurate.Ability to ask the correct questions in order to obtain full details & up to date information in respect of client plans.Working towards and getting support to become full Paraplanner.In return you will receive an excellent salary and bonus and an opportunity to join one of Scotland's fasted growing IFA businesses.
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Trainee Paraplanner or Paraplanner
7 days ago
Edinburgh, United Kingdom Eden Scott Full timeA tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff. A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner. Alternatively the role could be suited to a near qualified Paraplanner to join the central...
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Trainee Paraplanner
1 day ago
Edinburgh, United Kingdom JohnstonGreer Full timeTrainee Paraplanner £26,000 to £32,000 plus benefits Are you a Senior Administrator responsible for reports and other technical work or already in the early stages of your Paraplanner career? Trinee Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax...
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Trainee Paraplanner
5 days ago
Edinburgh, United Kingdom Calton Wealth Management Full time**Forward Thinking Wealth Management Firm requires Ambitious Paraplanner** We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO’s belief that putting client’s needs and aspirations at the heart of what we do will enable us to change lives. We place huge value on honestyand reliability, this is...
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Paraplanner
7 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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Paraplanner
1 week ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £25,000 to £32,000 plus benefits and full exam support JohnstonGreer is working with a regional, long-established wealth manager that is looking to recruit a Paraplanner to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Clientadvice including retirement...
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Paraplanner
1 day ago
Edinburgh, United Kingdom mbf. Full time**Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable up to £42,000, 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 in...
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Senior Adminstrator/paraplanner
1 week 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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Assistant Paraplanner
7 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 reports...
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Assistant Paraplanner
1 week 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...
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Junior Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeSocial network you want to login/join with:Junior Paraplanner, Senior IFA Administrator, EdinburghClient:Location:Edinburgh, United KingdomJob Category:Other-EU work permit required:YesJob Reference:0c032ae2c50dJob Views:7Posted:04.06.2025Expiry Date:19.07.2025Job Description:My client is a highly reputable and well-regarded IFA practice in Edinburgh. A new...