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Financial Paraplanner
4 days ago
Eden Scott Edinburgh, United KingdomDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. In addition they are offering hybrid working, exam support and excellent benefits. · Attend client meetings as ...
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Financial Paraplanner
1 week ago
Eden Scott Edinburgh, United KingdomJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth. They fully support and encourage career development - whether being a " ...
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Financial Paraplanner
1 week ago
Eden Scott Edinburgh, United KingdomDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. In addition they are offering hybrid working, exam support and excellent benefits.Primary duties include but not ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Edinburgh, United KingdomCompetitive salary - depending on experience and qualifications. · They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. · Ideally you will come from an independent firm of Financial Advisers, although those ...
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Ifa Administrator
2 days ago
Idex Edinburgh, United KingdomYour role will include: · - Liaise with product providers and other third parties to acquire required client information, including new and historic information · - Issue letters of authority efficiently. Responsible for ensuring the relevant information checklist is accurate and ...
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Paraplanner
4 days ago
Ortus PSR Edinburgh, United Kingdom**Paraplanner** · **Location: Edinburgh** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Edinburgh City Centre (hybrid role). · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You ...
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Paraplanner
4 days ago
mbf. Edinburgh, United Kingdom**Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable depending on experience and qualifications - up to £50K plus excellent company bonus and benefits package** · A well respected and influential Investment Manage ...
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Trainee Paraplanner
4 days ago
Reed Insurance Edinburgh, United Kingdom**Are you looking to take the step in your career as a Trainee Paraplanner?** · **Fantastic New Trainee Paraplanner Opportunity in Edinburgh** · **Hybrid/WFH - Study Support** · **Salary up to £33K DOE plus excellent benefits package** · Our client is an established Financial Pla ...
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Ifa Administrator
1 week ago
Ortus PSR Edinburgh, United KingdomThe 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 study support to sustain th ...
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Paraplanner Manager
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomA very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh · Management of paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. · In this role, ...
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Trainee Financial Planning Administrator
4 days ago
Ortus PSR Edinburgh, United Kingdom**Trainee Financial Planning Administrator** · **Location: Edinburgh** · **Salary: £18,000 - £22,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth cli ...
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Ifa Administrator
4 days ago
Ortus PSR Edinburgh, United Kingdom**IFA Administrator** · **Location: Edinburgh** · **Salary: £18,000 - £25,000** · 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 ...
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Senior Ifa Administrator
5 days ago
Ortus PSR Edinburgh, United Kingdom**Senior IFA Administrator** · **Location: Edinburgh** · **Salary: £20,000 - £30,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm h ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomAs a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors tocommunicate to clients. You ...
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Ifa Administrator
1 week ago
Thornbury Recruitment Ltd Edinburgh, United KingdomIFA Administrator - Edinburgh · £22,000 - £28,000 - plus benefits · IFA Administrator required by a highly successful professional practice based in Edinburgh Due to continued growth they now require an experienced Administrator to provide support to the financial planners. · You ...
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Financial Services Administrator
3 days ago
Idex Edinburgh, United KingdomIdex Consulting are working with an IFA Practice to recruit an Client Services Support in Edinburgh. · You will be part of a team providing support to deliver services to clients in a compliant manner and providing support to the Paraplanners and Financial Advisers. · **Responsib ...
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Trainee Financial Planner
5 days ago
MB Fitzgerald Edinburgh, United Kingdom**Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** · Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Plan ...
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Trainee Financial Planner
1 week ago
Recruit UK Edinburgh, United Kingdom**Are you an experienced Paraplanner looking to become a Financial Planner?** · A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of sub ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Edinburgh, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Edinburgh** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand t ...
Financial Paraplanner - Edinburgh, United Kingdom - Eden Scott
Description
A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.
They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts.Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
Your background will include both Pensions and Investments with excellent report writing skills.Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous but not a pre requisite.
Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received.
Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.