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Senior Paraplanner
1 week ago
mbf. Edinburgh, United Kingdom**Senior Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable up to £50,000, plus up to 20% Bonus and Benefits** · A well respected and influential Investment Management Organisation currently has a requirement for ...
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Senior Paraplanner
1 week ago
Recruit UK Edinburgh, United Kingdom**Are you an experienced and qualified Paraplanner looking to elevate their career to the next level?** · Recruit UK is working with one of the UK's largest Wealth Managers, who are looking for a Senior Paraplanner to join their core Financial Planning team in Edinburgh. In this ...
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Paraplanner - Senior paraplanner
1 week 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
Exchange Street Claims ltd Edinburgh, United KingdomIt happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... · Outgrown your company? · It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not real ...
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Senior Ifa Administrator
2 weeks 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
3 weeks 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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Office Manager
1 week ago
Construction & Property Recruitment Ltd Edinburgh, United KingdomExciting opportunity for an experienced Office Manager/ Head of Back office Support to join one of Scotland's leading Wealth and Assist Management Firms based in Edinburgh. · C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-est ...
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Private Client Adviser
2 weeks 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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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 Financial Services Administrator
3 days ago
Henderson Loggie Edinburgh, United KingdomHenderson Loggie Financial Planning Ltd is a wholly-owned subsidiary of Henderson Loggie LLP. We provide specialist, independent financial advice to businesses and individuals located across Scotland. · At Henderson Loggie & Henderson Loggie Financial Planning Ltd, our people are ...
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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. · 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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Fully Home Based Paraplanner
1 week 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
1 week 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
3 weeks 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 ...
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Private Client Adviser
1 week ago
abrdn Edinburgh, United Kingdom Full timeJob 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 p ...
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Private Client Adviser
1 week ago
abrdn Edinburgh, United Kingdom Full timeJob 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 p ...
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Private Client Adviser
1 week ago
abrdn Edinburgh, United Kingdom Full timeJob 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 p ...
Senior Paraplanner - Edinburgh, United Kingdom - Eden Scott
Description
My 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.
Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MDYour background will include both Pensions and Investments with excellent report writing skills, ideally with cash flow modelling experience.
Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office or Xplan would be advantageous.Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.
Should this role not be of interest please sign up for our job alerts/get in touch via the Eden Scott website.
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