Paraplanner

My client is a reputable award winning organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable...

My client is a growing IFA practice, part of a larger network with a first class reputation throughout the Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to their...

My client is a growing IFA practice, part of a larger network with a first class reputation throughout the Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to...

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...

Eden Scott is delighted to be supporting our established client again with the recruitment of a Trainee Paraplanner to join their team in Aberdeen. Our client provides bespoke consultancy advice to commercial and private clients. Their team is truly independent, so they can offer the best advice from across the market, finding the most suitable products and...

Eden Scott is delighted to be supporting our established client again with the recruitment of a Trainee Paraplanner to join their team in Aberdeen.Our client provides bespoke consultancy advice to commercial and private clients. Their team is truly independent, so they can offer the best advice from across the market, finding the most suitable products 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. Primarily it will involve; Preparation of Suitability...

Job description You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and...

Job description You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning...

Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joing an established team supporting their Paraplanners and Financial Advisers.FINANCIAL SERVICES ADMINISTRATORPrepare client packs for meetings - new business packs (RTW) and or meeting review packsAnswering telephone and email...

Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joining an established team supporting their Paraplanners and Financial Advisers.FINANCIAL SERVICES ADMINISTRATORPrepare client packs for meetings - new business packs (RTW) and/or meeting review packs.Answer telephone and email...

My client is currently looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are always delivered. **The successful Paraplanner will be offered**: - Salary of up to £40,000 depending on experience. - 28 days holiday + closure for Christmas - An...

Lusona Financial Services are looking to attract a Paraplanner to join a leading IFA who are looking to add more technical support to their office in Aberdeen. The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place for a number of years...

This remote based Paraplanner job in Scotland is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

Paraplanner £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...

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...

Senior Paraplanner To £40,000 plus benefits and exam support Senior Paraplanner required by this contemporary wealth management firm to provide paraplanning and client management support to a main Director/IFA. The firm operates across the full range of Private Client advice including retirement planning and investmentswith most work conducted on a...

My client is a growing IFA practice, part of a larger network with a first class reputation throughout the Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office. The business has highly performed and following a period of expansion require additional Paraplanner support to...

This is a highly exciting opportunity to join an industry leading Financial Planners in their wonderful Aberdeen office set up. A national firm with string links in to the accountancy market our client pride themselves on providing an excellent service totheir clients whilst continually looking to grow and expand their highly reputable team, maintaining one...

A leading regional IFA is seeking a Paraplanner to join their thriving team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendlinesshas a big part to play in their success. They are proud to be a highly reputable financial planning...

Lusona Financial Services are working with a leading firm of independent financial advisors based in Aberdeen that is looking for a client administrator to join their team. The business has a number of chartered advisors with expertise in all areas of private client advice. The business prides itself on delivering high-quality service and providing a full...

**IFA Administrator** **Location: Aberdeen** **Salary: £18,000 - £28,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain...

Lusona Financial Services are looking to attract a Financial Services Administrator to join a leading IFA who are looking to add administration support to their office in Aberdeen. The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place...

Lusona Financial Services are working with a highly regarded financial advice business that is looking for a financial planner to join their team and inherit a client base in Aberdeen. The firm are chartered financial planners but it is not a prerequisite that you are chartered, rather the common theme across the team is a passion for financial advice and a...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems - Analysis: comparing products and providers with...

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...

Our client is looking for a Graduate Financial Advisor for a permanent position, located in Aberdeen. **ROLE** Our two year graduate programme will give you all the skills and support you need to unlock a future that’s packed with opportunities and new experiences within financial services and wealth management. You’ll enjoy a fast-tracked business...

In this home based Financial Advisor job in East Scotland you will inherit an existing client bank to takeover the ongoing financial planning servicing. The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture. This is an excellent opportunity, as the client bank provided will typically...