Paraplanner jobs in Edinburgh

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. .....

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 paraplanner" or with a vie...

ParaplannerCompetitive SalaryPermanentEdinburgh Meraki Talent's client is a leading financial services firm in Edinburgh, currently seeking a highly skilled and motivated Paraplanner to join their ...

With average assets in the HNW space, the successful recruit will demonstrate confidence and be able to act well under pressure to exceed client expectations. There is a clear route to progress in ...

Provide high-quality technical, administrative, and research support to our financial advisers * Prepare comprehensive financial reports and client documentation * Ensure compliance with regulatory ...

... service to existing customers. You will organise all aspects including documents, research and ... qualified and experience of Adviser office. You will be able to demonstrate exceptional ...

Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options ...

...  Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD. Along with this if you wish the role can be tailored to ...

You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning * You will have the skills and knowledge to prepare client reviews ...

It has acquired several businesses and will soon hire more. And as they grow so will you. One of ... You'll have access to a generous discretionary bonus scheme. There's PMI, life cover and a pension

This would be an excellent move for a senior or technical paraplanner to take the next step in their career and manage a successful close knit team, or an experienced manager to slot in to the role

A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings

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 ...

... Hybrid MBF Recruitment are currently working with one of the UK's largest Wealth Management ... Advisors as well as providing advice and assistance with colleagues on their team. * Ideally ...

Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews ...

Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto platforms. Ideally you will already have financial exams ...

Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents * Work with other practice colleagues to ensure ...

You will also have full support from a Paraplanner, Financial Services Assistant and an Administrator too and they will take care of the paperwork, which will enable you to give a top-class service ...

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 dealin...

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. We are recruiting expe...

Recruit UK is working on an excellent opportunity for a Paraplanner to join a national Independent Financial Advice practice on a remote basis. While this role is remote, they are looking for someone who is based in the Midlands. This company ensures their clients are provided with the advice the...

Paraplanner. Competitive salary (£32-45k depending on experience) plus benefits. Location: Maidstone, onsite. We are looking for a highly experienced Paraplanner to join our client’s busy office in Maidstone. Are you a forward-thinking Paraplanner who would like to join a fully supported team wor...

Paraplanner and scope to become an Adviser quickly.Competitive salary - depending on experience and qualifications.A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Edinburgh.They are looking for someone who is flexible and confident to provide their inp...

Highly respected national wealth management practice in Edinburgh are currently looking for an experienced Paraplanner Team Leader to join their Edinburgh team. Work in partnership with Managing Partner, team heads, projects, L&D along with specialist teams to identify training and coaching needs...