Senior Paraplanner: Wealth Management Technical Expert

A leading wealth management firm in Edinburgh is seeking an experienced Paraplanner or Senior IFA administrator to support their team. The role involves report writing, research, and participation in client meetings for high-net-worth clients. Candidates should possess or be working towards a Diploma Level 4 and ideally have experience in an IFA environment....

An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in EdinburghResponsibilities:Client analysis and cash flow modellingPreparation of financial planning solutions (investment, retirement, tax, IHT)Writing suitability reports and client documentationSupporting reviews and maintaining client...

A respected wealth management firm seeks a Mid-Senior Paraplanner based in Scotland. The role involves providing technical support, preparing suitability reports, and collaborating with a qualified team for high-net-worth clients. Ideal candidates should have proven experience, strong technical knowledge, and a passion for paraplanning. The company offers a...

An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in EdinburghResponsibilities:Client analysis and cash flow modellingPreparation of financial planning solutions (investment, retirement, tax, IHT)Writing suitability

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

About the roleAn established and successful Wealth Management business is looking to expand its Paraplanning team and is seeking a fully qualified and experienced Paraplanner to join the business. This is an excellent opportunity for a technically strong Paraplanner to join a professional and growing team, providing high-quality support

Senior Paraplanner£38,000 to £48,000 plus benefits and exam supportParaplanner 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

Broadgate in Edinburgh is seeking an experienced Paraplanner to join a hybrid-working wealth management team. You will work closely with Financial Planners, providing technical analysis and delivering high-quality financial planning solutions for a diverse client base.This role offers an excellent opportunity to develop tailored financial plans, build strong...