Trabajos paraplanner en EdinburghCrear alertas

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. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they ...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available. In the job you will be servicing your book of business along with de...

Paraplanner Location: Edinburgh Contract: 12-Month Fixed-Term (Strong Potential to Become Permanent) Salary: £43,000 – £47,000 (up to £50,000 for the right candidate) + Excellent Benefits A well-established and highly regarded wealth management firm is seeking an experienced Paraplanner to...

Providing technical support to the team training/developing if required.

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. Th...

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. The role will be ...

Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers. The company has gone from strength to strength over the past few years and with a prestigious reputation within the advice market particularly...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office.The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.In the paraplanner job you...

My client is a growing and highly reputable, stable wealth management practice.Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team.The job will be home or office based but with a local office where you will have your own paraplanner a...

My 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. Along with this if you wish the role can be tailored to have oversight of the team and act as a manager to assist in ...

A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team. Excellent communication skills together with a highly attentive nature, committed to a highly technical role in paraplann...

You will navigate and transact on financial provider’s websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s). Due to expansion of the team along with staff progression and increased clients, they require a financial planni...

A tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff.A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner.Alternatively the role could be suite...

A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well a...

They have built a growing client base and due to further expansion have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In the job you will be providing full administrative support to advisers within the office. My client is flexible on skills and exp...

A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnershi...

Paraplanner / Trainee Paraplanner. Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner:.

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us from th...

Social network you want to login/join with: We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the ...

A 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 opportunity to join a...

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they hav...

Job Description:. We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh.This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, c...

Job Description I have partnered with a boutique DFM business that is seeking an Associate Financial Planner to work with their UHNW clients. We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and eager to succeed. This is an excellent opportun...

Social network you want to login/join with: Meraki Talent Edinburgh, United Kingdom Other Yes 7 18.04.2025 02.06.2025 Paraplanner / Trainee Paraplanner Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. ...

A really exciting opportunity has arisen for a Trainee Paraplanner within this large IFA business based in Edinburgh. You must have some experience in the IFA industry and be working towards your diploma in financial services. The role will involve: - Report writing for a variety of financia...

Paraplanner Location: EdinburghSalary: Up to £45,000 + BenefitsCompany: A Leading Wealth Management Firm A well-established wealth management firm is looking for a Diploma-qualified Paraplanner with a minimum of two years' paraplanning experience to join their team on a permanent basis. This ...

The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. Based Edinburgh, Glasgow, Aberdeen or Perth The...

- Paraplanner - Edinburgh, Glasgow, Aberdeen or Perth - Hybrid working pattern - Qualified Paraplanner The RoleOur client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expect...

PurposeWorking closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities - Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshor...

PurposeWorking closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients.Responsibilities - Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetin...

You will perform all the expected paraplanner duties within a fun and dynamic team. Our client is a great Financial Planning firm with a good reputation the whole team take pride in.

ParaplannerEdinburgh Based£30,000 - £40,000 DOEHybrid WorkingWe have an opportunity within an established Chartered Independent Financial Advisory practice for a motivated and detail-oriented Paraplanner to join their dynamic team of 20+ financial professionals. This is an excellent opportunity f...

We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners.You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service.Lead, train, and develop a team...

Join Our Clients Team as an Experienced Paraplanner in Edinburgh! Are you an experienced Paraplanner with a passion for holistic financial planning? Ourt client is a leading provider of independent financial advice, committed to putting clients first. They pride themselves on offering an enviro...

Paraplanner £44,000 to £52,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with c...

Dynamite Recruitment are supporting in the recruit of a motivated and detail-oriented Trainee Paraplanner to join a growing team in the outskirts of Poole. This is an excellent opportunity for someone with previous experience in the financial planning or wealth management industry who is looking...

As a facilit8 Paraplanner, you’ll be the engine room behind quality advice delivery — helping our partner firms provide compliant, tailored, and client-focused financial recommendations.

If you're an experienced paraplanner looking for a new challenge, or simply curious if this could be the right move for you, I’d be happy to have a confidential chat.

We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. This is an ideal role for a Paraplanner seeking a long-term, fully remote...

As a facilit8 Paraplanner, you’ll be the engine room behind quality advice delivery — helping our partner firms provide compliant, tailored, and client-focused financial recommendations.

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. To be considered you'll be experienced paraplanner, or developing who is working within an adviser's office or provider.

Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial ad...

If you're an experienced paraplanner looking for a new challenge, or simply curious if this could be the right move for you, I’d be happy to have a confidential chat.

A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. Previous experience working as a Paraplann...

As a growing and dynamic practice, they are seeking an ambitious individual with knowledge of financial planning, is currently a paraplanner but wants to progress into a Junior Adviser position.

Build genuine client relationships and provide professional support across Advisors, other Paraplanners, Client, Providers and other colleagues. Level 4 Diploma or equivalent with a minimum of two years’ experience as a Paraplanner. Therefore, we are seeking a highly motivated and experienced Par...

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. To be considered you'll be experienced paraplanner, or developing who is working within an adviser's office or provider.

Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial ad...