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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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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 Ifa Administrator
4 days 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
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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Private Client Adviser
1 day 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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Financial Paraplanner
4 days 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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Paraplanner Manager
6 days ago
Eden Scott Edinburgh, United KingdomMy client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. Preparation of Suitability Reports, Liaising with product provider to collate pension and investment ...
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Fully Home Based Paraplanner
4 days 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
4 days 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
1 week 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 ...
Senior Paraplanner - Edinburgh, United Kingdom - Eden Scott
Description
Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy.
The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required).
Their advisers offer holistic independent financial advice to clients.They also provide cashflow modelling, pensions, investment and estate/tax planning services with support from investment managers for their client's other requirements.
Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture.
For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4.
A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support.
However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level.
Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
