Financial Paraplanner - Edinburgh, United Kingdom - Eden Scott

Financial Paraplanner

4 days ago

Due 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 ...

Financial Paraplanner

1 week ago

Job 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 " ...

Financial Paraplanner

1 week ago

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 "career paraplann ...

Financial Paraplanner

2 weeks ago

Competitive salary - depending on experience and qualifications. · They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. · Ideally you will come from an independent firm of Financial Advisers, although those ...

Ifa Administrator

2 days ago

Your role will include: · - Liaise with product providers and other third parties to acquire required client information, including new and historic information · - Issue letters of authority efficiently. Responsible for ensuring the relevant information checklist is accurate and ...

Paraplanner

4 days ago

**Paraplanner** · **Location: Edinburgh** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities* ...

Paraplanner

1 week ago

Working 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 ...

Paraplanner

4 days ago

**Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable depending on experience and qualifications - up to £50K plus excellent company bonus and benefits package** · A well respected and influential Investment Manage ...

Trainee Paraplanner

4 days ago

**Are you looking to take the step in your career as a Trainee Paraplanner?** · **Fantastic New Trainee Paraplanner Opportunity in Edinburgh** · **Hybrid/WFH - Study Support** · **Salary up to £33K DOE plus excellent benefits package** · Our client is an established Financial Pla ...

Ifa Administrator

1 week ago

The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain th ...

Paraplanner Manager

1 week ago

A 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, ...

Trainee Financial Planning Administrator

4 days ago

**Trainee Financial Planning Administrator** · **Location: Edinburgh** · **Salary: £18,000 - £22,000** · 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 cli ...

Ifa Administrator

4 days ago

**IFA Administrator** · **Location: Edinburgh** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The ...

Senior Ifa Administrator

5 days ago

**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 ...

Paraplanner

1 week ago

As 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 ...

Ifa Administrator

1 week ago

IFA 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 ...

Financial Services Administrator

3 days ago

Idex Consulting are working with an IFA Practice to recruit an Client Services Support in Edinburgh. · You will be part of a team providing support to deliver services to clients in a compliant manner and providing support to the Paraplanners and Financial Advisers. · **Responsib ...

Trainee Financial Planner

5 days ago

**Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** · Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Plan ...

Trainee Financial Planner

1 week ago

**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 ...

Paraplanner

1 week ago

**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Edinburgh** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand t ...