Paraplanner

Paraplanner £30,0000 to £36,000 plus benefits and exam support Paraplanner required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining the existing paraplanning team you will...

An exciting opportunity has arisen for an experienced Paraplanner to be based in Aberdeen office for one of the top practices in Scotland. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experience to support the...

Job description This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes,...

Description £38,000 to £44,000 plus benefits and exam support Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has...

ParaplannerMy client is a growing IFA practice, part of a larger network with a first-class reputation throughout Scotland. An opportunity has become available for an experienced Paraplanner to join their expanding Aberdeen office.The business has performed well, and following a period of expansion, they require additional Paraplanner support for their...

Eden Scott is delighted to be supporting our longstanding client as they look to add an experienced Paraplanner to their team. The role will be based in Inverurie with hybrid working on offer following initial training. About the Role The Paraplanner will be responsible for conducting financial analysis, preparing reports, communicating with clients,...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability...

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to:Review fact finds, file notes, client risk profile...

IFA Paraplanner £30,000 to £38,000 plus benefitsParaplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.Responsibilitiesreport writing (template driven and...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.The role will be exceptionally in depth with client facing elements as and when you gain expertise.ResponsibilitiesPreparation of Suitability ReportsLiaising...