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 for exansion across their Financial Planning & Investment Management teams over the next few years including further acquisitions, so it really is a very exciting place to work right now.

The role:

- This role is responsible for the provision of technical support to enable Planners to deliver their role in a technically competent, compliant and ef ficient way to provide the best possible outcome for the client and to protect the interests of the business
- Provide research and create client suitability reports in a timely and efficient manner. These may include investments, pension transfers, estate planning (IHT), VCTs and EIS amongst other case types.
- Attend client meetings with Planners to continue to broaden knowledge and/or participate in client meetings if required

**Requirements**:

- You MUST have previous experience in a Paraplanner role
- Strong communication skills
- Excellent report writing ability

On Offer:

- Competitive salary of up to £45,000 plus bonus and benefits
- Plenty of opportunities to progress. For those looking to become a Financial Planner, the company offer an advisor academy program which you will be eligible to join after 18 months or so. There is clear, set structure for progression to an Advisor rolefrom there
- Other progression routes include Technical and Management
- The company offer a great benefits package including Pension, exam support, PHI etc
- Flexible hybrid working

  • Paraplanner / Trainee Paraplanner

    3 weeks ago

    edinburgh, United Kingdom Meraki Talent Full time

    Paraplanner / 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...

  • Paraplanner

    2 days ago

    Edinburgh, United Kingdom JohnstonGreer Full time

    Paraplanner £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...

  • Paraplanner

    4 days ago

    Edinburgh, United Kingdom JohnstonGreer Full time

    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...

  • Paraplanner

    4 weeks ago

    Edinburgh, United Kingdom Burgh Recruitment Limited Full time

    Paraplanner 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...

  • Paraplanner

    3 weeks ago

    Edinburgh, United Kingdom mbf. Full time

    Paraplanner - 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...

  • 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...

  • Senior Paraplanner

    1 week ago

    Edinburgh, United Kingdom Eden Scott Full time

    My 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...

  • Paraplanner

    2 days ago

    Edinburgh, United Kingdom JohnstonGreer Full time

    Paraplanner £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...

  • Paraplanner / Trainee Paraplanner

    7 days ago

    City of Edinburgh, United Kingdom Meraki Talent Full time

    Meraki 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...

  • Paraplanner

    2 weeks ago

    Edinburgh, United Kingdom Ferguson Dean Full time

    A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...