paraplanner jobs in Edinburgh

About the role  The Paraplanner is an integral member of the Paraplanning in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning...

ParaplannerUp to £45,000 DOEMultiple locations across the UK3 Days Working From HomeStaff Benefit SchemeAre you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you!As an integral part of the support team, you will work closely with financial advisers to provide research, analysis,...

We are looking for a motivated Paraplanner to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients. This is an excellent opportunity for a Paraplanner with at least one year of relevant experience who is looking to develop their...

We are looking for a motivated Paraplanner to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients. This is an excellent opportunity for a Paraplanner with at least one year of relevant experience who is looking to develop their...

ParaplannerUp to £45,000 DOEMultiple locations across the UK3 Days Working From HomeStaff Benefit SchemeAre you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis,...

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports, develop cash flow models and deliver financial planning solutions across...

ParaplannerDo you have the skills to fill this role Read the complete details below, and make your application today.Up to £45,000 DOEMultiple locations across the UK3 Days Working From HomeStaff Benefit SchemeAre you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you!As an...

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...

Anderson Strathern Asset Management Ltd offer independent, bespoke financial planning and asset management to individuals, families, trusts, charities and corporate entities.Purpose of the RoleTo provide support to Financial Planners by producing high quality, compliant, client-focussed recommendation reports, thorough research, technical support and...

A paraplanner is a finance expert who assists financial planners with their daily job duties completing certain tasks so that financial planners have more time to help clients individually. Paraplanners will perform technical research, analysis, and ad-hoc administrative duties to support PWM and the adviser with client servicing and management. Paraplanners...

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 to Financial Advisers...

Paraplanner / Junior Paraplanner Edinburgh Hybrid Working (3 days office / 2 days home) £32,000 - £37,000 DOE + Benefits MBF Recruitment is partnering with an award-winning independent financial planning firm to recruit a Junior Paraplanner / Paraplanner for its Edinburgh office. This opportunity is ideally suited to an experienced Financial Planning...

Paraplanner - EdinburghSalary & BenefitsSalary up to £55,000, hybrid working at 2-3 days in the office.Company pension: 9% non-contributory, or 10% if you contribute 5%Private medical insurance (individual on joining, family after 1 year's service)Life assurance at 8x salaryIncome protection at 75% of salaryCompany share schemeDiscretionary bonusFlexible...

Eden Scott’s client, a chartered financial adviser firm due to ongoing growth, is seeking a number of experienced professionals to join their team either as a Paraplanner or as an experienced Senior IFA administrator. This is a fantastic opportunity to develop your skills and gain valuable experience in a steadily growing business and learn from...

Anderson Strathern Asset Management Ltd provides independent financial planning and asset management. This role supports Financial Planners by producing high-quality, compliant recommendation reports, cashflow modelling and in-depth research.You will draft holistic client reports, maintain technical expertise, manage workload and contribute to process...

A well-established financial services firm, due to ongoing growth, has a number of paraplanner positions, including remote 6‑month FTC and permanent positions working hybrid from central Edinburgh. This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward‑thinking...

Eden Scott’s client, a chartered financial adviser firm in the United Kingdom, is seeking experienced professionals to join their team as a Paraplanner or Senior IFA administrator. You will support financial planners, prepare plans and reports, and conduct analyses across pensions, investments and protection products.The role offers full training towards...

Purpose: Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support.ResponsibilitiesCreate clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly...

Purpose: Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support.ResponsibilitiesCreate clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly...

Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research,...