Trainee Paraplanner or Paraplanner - Edinburgh - Eden Scott

    Eden Scott
    Eden Scott Edinburgh

    5 days ago

    Permanent
    Description

    A unique opportunity has arisen with a highly professional chartered adviser firm to train and develop an experienced IFA administrator into a true paraplanner.

    Key Responsibilities

    • Provide full support to some of the industries most qualified advisers
    • Undertake basic report writing duties, financial analysis, and create 'reasons why' documents
    • Shadow senior staff members to learn key skills and knowledge across areas of pensions and investments

  • Only for registered members Edinburgh, Scotland

    A Paraplanner or Trainee Paraplanner is required to join Meraki Talent's Financial Planning/Advice client in Edinburgh. · ...

  • Only for registered members City of Edinburgh

    Meraki Talent's Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. · ...

  • Only for registered members Edinburgh, Scotland

    A paraplaner/trainee paraplaner is needed in edinburgh to join a team in financial planning/advice client. · ...

  • Only for registered members City of Edinburgh

    Meraki Talent's Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. · ...

  • Paraplanner

    1 month ago

    Only for registered members Edinburgh, Scotland

    A leading financial advice firm in Edinburgh are recruiting for a paraplanner or senior paraplanner. · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh

    A leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum. · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh

    We are seeking a talented individual to join our Financial Planning team, · You will support 1-2 Financial Advisers with client meetings. · Preparing responses and reporting on technical matters. · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh Full time

    We are seeking a talented individual to join our Financial Planning team as a Paraplanner at Evelyn Partners in London. · ...

  • Paraplanner

    1 week ago

    Only for registered members City of Edinburgh

    We're hiring: Paraplanner Edinburgh | Hybrid Salary up to £52,000 (DOE) + excellent benefitsWe're working with a growing and highly regarded financial planning firm who are looking to add an experienced Paraplanner to their supportive, collaborative team. · This is a varied and e ...

  • Paraplanner

    1 month ago

    Only for registered members Edinburgh

    We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department, you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients. · ...

  • Paraplanner

    5 days ago

    Only for registered members Edinburgh, Scotland

    We're supporting a well-established, growing wealth manager to hire an experienced Paraplanner into their Edinburgh team. · ...

  • Paraplanner

    4 weeks ago

    Only for registered members Edinburgh, Scotland

    Hastings Investment Management is seeking a highly experienced and skilled Paraplanner. · Draft detailed and robust suitability reports using provided tools, across a range of advice areas. · Conduct technical research on existing and recommended products, including fund analysis ...

  • Paraplanner

    6 days ago

    Only for registered members City of Edinburgh

    We're supporting a well-established, growing wealth manager to hire an experienced Paraplanner into their Edinburgh team.This is a great role if you enjoy variety; you'll work across a broad range of planning areas, partnering closely with Financial Planners to understand client ...

  • Paraplanner

    3 weeks ago

    Only for registered members City of Edinburgh

    An opportunity has arisen for an experienced Senior Paraplanner to join the Edinburgh office. · ...

  • Paraplanner

    2 weeks ago

    Only for registered members City of Edinburgh

    In this role you will provide a high level of paraplanning support to Rathbones Financial Planners demonstrating a clear ability to understand client needs and objectives and devise appropriate advice solutions in line with the wider business objectives. · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh

    This is a rare opportunity to join a highly prestigious, long-established wealth management firm with an exceptional reputation in the private client and financial planning sector. Joining this business means working alongside some of the industry's most respected Financial Plann ...

  • Paraplanner

    3 weeks ago

    Only for registered members Edinburgh, Scotland

    An opportunity has arisen for an experienced Senior Paraplanner to join the Edinburgh office. · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh

    We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. · We will provide comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions, · Conduct thorough technical research to support financ ...

  • Paraplanner

    1 month ago

    Only for registered members Edinburgh, Scotland

    As 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 to communicate to clients. · ...

  • Paraplanner

    4 weeks ago

    Only for registered members Edinburgh

    +Job summary · We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners.QualificationsLevel 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential. · +BenefitsCompetitive salary · ...

  • Paraplanner

    1 month ago

    Only for registered members City of Edinburgh £38,000 - £45,000 (GBP)

    Hastings Investment Management is seeking a highly experienced and skilled Paraplanner to join our growing team. This opportunity has arisen due to the continued expansion of the business, necessitating direct support for the majority shareholder. This is a fully office-based pos ...

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