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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 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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Paraplanner
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomA fantastic opportunity has arisen for an experienced Paraplanner to join a Personal Wealth team. As a relatively new team in Edinburgh & Glasgow they are looking for someone who is flexible and confident to provide their input as the team continues to developand grow. · You shou ...
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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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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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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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Trainee Paraplanner
4 days ago
IDEX Consulting Ltd Edinburgh, United KingdomIdex Consulting have a new opportunity for an Trainee Paraplanner to join a large, modern IFA practice in Edinburgh · **About The Role**To assist the Financial Planning team and Investment Managers in all aspects of client work. · **Responsibilities**: · - Work closely with Finan ...
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Trainee Paraplanner
1 week ago
Calton Wealth Management Edinburgh, United Kingdom**Forward Thinking Wealth Management Firm requires Ambitious Paraplanner** · We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO's belief that putting client's needs and aspirations at the heart of what we do will enable ...
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Ifa Account Manager
4 days ago
RMK Talent Solutions Edinburgh, United KingdomWorking with an ever growing investment management firm, you will be responsible for providing a high-level of Account Management to a portfolio of Adviser clients across Scotland. You will support them as they utilise the award-winning model portfolio servicesand software propos ...
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Pensions Consultant
1 week ago
CAPIO RECRUITMENT LIMITED Edinburgh, United Kingdom_**Job Title: Associate Pensions Consultant**_ · - **Location: Edinburgh**_ · - **Salary: £35,000 - £45,000**_ · **About the firm** · Since its foundation in 1966, our client has grown to become the world's largest privately held independent by helping clients achieve their busin ...
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Pensions Consultant
1 week ago
Capio Recruitment Edinburgh, United Kingdom_**Job Title: Associate Pensions Consultant**_ · - **Location: Edinburgh**_ · - **Salary: £35,000 - £45,000**_ · **About the firm** · Since its foundation in 1966, our client has grown to become the world's largest privately held independent by helping clients achieve their busin ...
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Trainee Paraplanner
4 days ago
Search Consultancy Linlithgow, United KingdomTrainee Paraplanner · Linlithgow, West Lothian · Full Time - 40 hours per week · Salary Dependent on Experience · Search Consultancy are currently working with a West Lothian based company who are looking to bring on a Trainee Paraplanner. You will be expected to provide support ...
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Experienced Paraplanner
4 days ago
IDEX Consulting Ltd Lanarkshire, United Kingdom. · We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in South lanarkshire. · As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and b ...
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Trainee Paraplanner
3 days ago
Search Consultancy Linlithgow Bridge, United KingdomTrainee Paraplanner · Linlithgow, West Lothian · Full Time - 40 hours per week · Salary Dependent on Experience · Search Consultancy are currently working with a West Lothian based company who are looking to bring on a Trainee Paraplanner. You will be expected to provide support ...
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Trainee Paraplanner
1 week ago
Thornbury Recruitment Ltd Brightons, United Kingdom**Trainee Paraplanner - Falklirk - Office based** · Salary up to £30,000 plus benefits and bonus · Trainee Paraplanner required by a growing wealth management firm in Falkirk. You will provide technical and administration support to a team of financial planners. · **When fully tr ...
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Independent Financial Advisor
2 days ago
Eden Scott Edinburgh, United KingdomJob Description My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available. · In the job you will be servicing yo ...
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Independent Financial Advisor
1 week ago
Eden Scott Edinburgh, United KingdomMy client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available. · In the job you will be servicing your book of busines ...
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Paraplanner - Senior paraplanner
4 days ago
Eden Scott Edinburgh, United KingdomMy 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 ...
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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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Trainee Financial Advisers
1 week ago
Eden Scott Edinburgh, United KingdomAn expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. · This is an excellent opportunity for a driven and motivated diploma qualified in ...
Fully Home Based Paraplanner - Edinburgh, United Kingdom - Eden Scott
Description
Due 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 during an evolving time in their history at a firm who encourage career development.
With offices regionally, they are open to those based anywhere in Scotland and have adapted well to remote working so are happy for people to work from home.
As a more senior member, any ideas and suggestions would be welcomed and it is a great opportunity for the successful new hire to see their value added.
Liaising with product providers to collate pension and investment information for replacement contracts. Providing technical support to the team training/developing if required. Your background will include both Pensions and Investments with excellent report writing skills.In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise in a fully flexible working environment.