- An experienced Paraplanner within an IFA with exams completed or significant progress towards chartered status.
- Background in both Pensions and Investments with excellent report writing skills.
- Cash flow modelling experience is highly desirable.
-
We're looking for a Head of Professional Services Sales — a commercially driven leader with a deep understanding of enterprise consulting and a passion for customer success. · ...
Edinburgh21 hours ago
-
This is an opportunity to run a Professional Services team helping customers understand and implement Canonical's open source solutions in public clouds and in their own data centers. · We work across the entire spectrum of cloud offerings from Ubuntu itself to virtualisation and ...
City of Edinburgh1 month ago
-
About MaxAccelerate · MaxAccelerate combines IBM Maximo, AI-driven data intelligence, and next-generation professional services into one powerful ecosystem. · We partner with world-class teams and leading enterprise clients to deliver high-impact EAM solutions and digital transfo ...
Edinburgh4 days ago
- Work in company
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members
We are looking for a proactive and ambitious first year university student to gain insight in the dynamic world of accountancy and professional services. · During this one-day experience, you will engage with our Forvis Mazars panel, participate in an interactive service line bus ...
City of Edinburgh1 week ago
- Work in company
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members
+Job summary · Gain insight in the dynamic world of accountancy and professional services. · +QualificationsIn your first year of a three-year degree, or second year of a four-year degree programme at a UK university. · Keen interest in accounting, finance or related fields but w ...
Edinburgh, Scotland3 weeks ago
- Work in company
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members
The Spring Insight Programme is a one-day experience designed to support and inspire first year university students to find their future within professional services.This programme will take place on 9 April from 10:00-15:00 in our Edinburgh office. · ...
City of Edinburgh4 weeks ago
-
We are delighted to partner with an award-winning client based in Glasgow to recruit a Database Administrator / LMS for a period of 12 months. · Provide technical support to end users and internal teams. · System and records maintenance on the firms learning management system (LM ...
Glasgow1 month ago
-
Dentons is currently recruiting an Global AML lawyer to join their Global AML team for a fixed term period of 18 months. · ...
Scotland, United Kingdom Full time1 month ago
-
As a Senior Tax Specialist at BDO in Edinburgh GB you will provide VAT Advisory services to start-ups and scale-ups private businesses FTSE listed multinationals public sector entities not for profit entities. · ...
EDINBURGH £55,000 - £90,000 (GBP) per year Full time21 hours ago
-
We are seeking a Conveyancing Paralegal to join a reputable professional services firm in Edinburgh. · ...
Edinburgh, Scotland2 weeks ago
-
+The Law Society of Scotland is the professional body and regulator for over 13,000 Scottish solicitors. It regulates Scottish solicitors in the public interest and works to deliver legal excellence. · +Leading and efficiently managing the Society's statutory duties in relation t ...
Edinburgh, Scotland1 month ago
-
We are seeking a skilled Part Time Legal Secretary to provide support within the Private Client department of a professional services firm. · This opportunity is with a well-established professional services firm located in Edinburgh. · A successful Part Time Legal Secretary shou ...
Edinburgh, Scotland Part time1 month ago
-
We are seeking a diligent Conveyancing Paralegal or Secretary to join a professional services team in Edinburgh. · ...
Edinburgh, Scotland3 weeks ago
-
We are seeking a Conveyancing Paralegal to join a reputable professional services firm in Edinburgh. · ...
City of Edinburgh2 weeks ago
-
We are seeking a skilled Part Time Legal Secretary to provide support within the Private Client department of a professional services firm. · This role based in Edinburgh requires strong organisational skills and attention to detail to ensure seamless operations. ...
City of Edinburgh Part time1 month ago
-
The Client Onboarding Assistant will play a vital role in ensuring a seamless and efficient onboarding process for new clients within the professional services industry. · This position requires a detail-oriented individual with strong organisational skills to manage client infor ...
Edinburgh, Scotland3 weeks ago
-
The Short Term/Festival Lets Manager will oversee the management of short-term rental properties ensuring high standards of service and operational efficiency. · ...
Edinburgh, Scotland4 weeks ago
-
We are looking for experienced Cantonese interpreters and translators to join our growing network and support both remote and on-site assignments in Scotland. · Key Responsibilities: · Interpret spoken Cantonese and English across a variety of settings such as legal, healthcare, ...
Scotland, UK4 weeks ago
-
We are looking for an NQ+ Associate to join our professional indemnity team in Edinburgh... · ...
Edinburgh, Scotland3 weeks ago
-
We are seeking a diligent Conveyancing Paralegal or Secretary to join a professional services team in Edinburgh. · Prepare and manage conveyancing documents and legal correspondence. · Provide administrative support to conveyancing solicitors and legal teams. · ...
City of Edinburgh4 weeks ago
-
Join the Law Society of Scotland as Interim Head of Professional Conduct for a unique opportunity to lead efficiently managing statutory duties in relation to solicitors' professional conduct.The ideal candidate will be a Scottish Solicitor with an unrestricted practicing certifi ...
City of Edinburgh1 month ago
Senior Financial Services Professional - Edinburgh - beBeeInvestment
Job title: Senior Paraplanner
Description
Job Description
As a seasoned financial services professional, you will be responsible for supporting planners during a period of growth by preparing in-depth suitability reports and liaising with product providers to collate pension and investment information. You will also provide technical support to the team, conduct market research on behalf of your adviser prior to meetings, assist with ongoing due diligence reviews of investment funds and platforms, and provide appropriate support to financial advisers.
Required Skills & Qualifications
Benefits
This role offers an exceptional opportunity to develop your experience further your career and utilise your expertise. In return, we are offering an attractive package further study support and the chance join our firm during a growing time in its history.
-
Head of Professional Services Sales
Only for registered members Edinburgh
-
Cloud Professional Services Manager
Only for registered members City of Edinburgh
-
Head of Professional Services Sales
Max Accelerate- Edinburgh
-
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members City of Edinburgh
-
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members Edinburgh, Scotland
-
Spring Insight Programme: Accelerating Inclusion in Professional Services - Edinburgh 9 April 2026
Only for registered members City of Edinburgh
-
Database Administrator
Only for registered members Glasgow
-
Global AML and Sanctions Lawyer
Full time Only for registered members Scotland, United Kingdom
-
Senior Tax Specialist
Full time Only for registered members EDINBURGH
-
Conveyancing Paralegal
Only for registered members Edinburgh, Scotland
-
Head of Professional Conduct
Only for registered members Edinburgh, Scotland
-
Part Time Legal Secretary
Part time Only for registered members Edinburgh, Scotland
-
Conveyancing Paralegal or Secretary
Only for registered members Edinburgh, Scotland
-
Conveyancing Paralegal
Only for registered members City of Edinburgh
-
Part Time Legal Secretary
Part time Only for registered members City of Edinburgh
-
Client Onboarding Assistant
Only for registered members Edinburgh, Scotland
-
Short Term
Only for registered members Edinburgh, Scotland
-
Cantonese Interpreters and Translators Required
Only for registered members Scotland, UK
-
NQ+ Associate
Only for registered members Edinburgh, Scotland
-
Conveyancing Paralegal or Secretary
Only for registered members City of Edinburgh
-
Head of Professional Conduct
Only for registered members City of Edinburgh