Paraplanner
1 week ago
My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner.Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers you will provide them with support and also gain exposure to client meetings/contact. The bulk of their clients are HNW so the level of detail, professionalism and service is critical and you will be a key member to the support team. The company is able to mould the right individual internally depending on their aspirations.To be a successful applicant you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally from a whole of market/IFA environment or provider with experience doing report writing and research. Fundamentally they are a close knit team where company fit is imperative so should you be a suitably skilled professional they can integrate you to the team accordingly. In return they will invest in you, put you through your exams and support personal development. Along with this you will gain a competitive salary, benefits package and the chance to grow within the team gaining invaluable industry experience.Interviews are currently taking place so to be considered please apply ASAP or call Alison Curran to discuss confidentially both this role and also other similar positions in the area.
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Paraplanner / Trainee Paraplanner
3 weeks ago
edinburgh, United Kingdom Meraki Talent Full timeParaplanner / Trainee Paraplanner Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide...
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Paraplanner
2 days ago
Edinburgh, United Kingdom JohnstonGreer Full timeParaplanner £28,000 to £35,000 plus exam support and benefits Paraplanner required by this regional wealth manager which has been providing generational advice to it's client portfolio for over 50 years. Paraplanner required to operate across a wide range of Private Client advice and offer real input to the adviceprocess. As the Paraplanner you will be...
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Paraplanner
4 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
4 weeks ago
Edinburgh, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location Remote Salary Up to £45k (depending on experience) + excellent benefits package A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and...
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Paraplanner
3 weeks ago
Edinburgh, United Kingdom mbf. Full timeParaplanner - Flexible Hybrid WorkingLocation: Edinburgh (2 days WFH per week)Salary: £38,000 - £47,000 plus excellent company benefitsJob Type: Full-time | Permanent | Hybrid working A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who...
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Paraplanner
4 days ago
Edinburgh, United Kingdom JohnstonGreer Full time**Paraplanner** **Location: Edinburgh** **Salary: £30,000 to £36,000 plus benefits and full exam support** Paraplanner required by this regional, long-established Financial Advice firm to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement...
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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
2 days 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
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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Paraplanner / Trainee Paraplanner
7 days ago
City of Edinburgh, United Kingdom Meraki Talent Full timeMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Location: EdinburghParaplanner / Trainee Paraplanner - EdinburghResponsibilitiesWork with the financial planning and client service teams to deliver an excellent level of client serviceProvide technical support to financial...
