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Paraplanner or Trainee Financial Planner
1 week ago
Eden Scott Scotland, United KingdomAn expanding financial planning firm bsaed in the Scottish borders 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 ...
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HNW Financial Adviser/Financial Planner
1 week ago
Eden Scott Scotland, United KingdomA highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. The right individual would be an adviser with several years' experience having worked with medium- ...
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Financial Services Administrator
1 week ago
IDEX Consulting Scotland, United Kingdom Part timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. · Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems ...
Financial Paraplanner - Scotland, United Kingdom - IDEX Consulting
Description
An exciting opportunity has arisen for an experienced Paraplanner to be based in Fife office for one of the top practices in Scotland.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
They are requiring a Paraplanner with 2-3 years' minimum experience to support the successful Financial Planners of the business.
You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.
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Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.#
