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Senior Paraplanner
1 week ago
Eden Scott Edinburgh, United KingdomMy client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. · ...
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Senior Paraplanner
2 weeks ago
Eden Scott Edinburgh, United KingdomDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their gr ...
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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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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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Private Client Adviser
2 days ago
abrdn Edinburgh, United KingdomJob Description · At abrdn, our purpose is to enable our clients to be better investors. · Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the po ...
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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 KingdomA 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 paraplann ...
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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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Paraplanner Manager
6 days ago
Eden Scott Edinburgh, United KingdomMy client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. Preparation of Suitability Reports, Liaising with product provider to collate pension and investment ...
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Fully Home Based Paraplanner
4 days ago
Eden Scott Edinburgh, United KingdomDue to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value dur ...
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Financial Adviser
4 days ago
Eden Scott Edinburgh, United KingdomA multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare oppor ...
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Paraplanner Team Leader
1 week ago
Idex Edinburgh, United KingdomHighly respected national wealth management practice in Edinburgh are currently looking for an experienced Paraplanner Team Leader to join their Edinburgh team. · About the role: · To lead, motivate and develop a paraplanning team. To prepare suitability reports and prepare techn ...
Paraplanner - Senior paraplanner - Edinburgh, United Kingdom - Eden Scott
Description
My client is a growing and reputable award winning practice based in Edinburgh city centre dealing primarily within a niche market of High net Worth individuals.
A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team.
A large amount of the job will be providing investment analysis along with risk profiling for the clients on their books, reviewing and creating reports on behalf of the firm.
Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing across a wide range of financial services products including investments, pensions and life products also.
It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.
Excellent communication skills together with a highly attentive nature, committed to a highly technical role in paraplanning at a senior level.
Please submit your details for immediate review and to discuss with Alison Curran prior to proceeding.#