Paraplanner jobs in EdinburghCreate job alerts

Up to £45k (depending on experience).A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team.

Paraplanner / Trainee Paraplanner Edinburgh 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: -Work with the financial planning and client service teams to deliver an excellent level of client service -Provide technical support to financial planners by analyzing and modelling various financial scenarios -Draft well written and effective advice containing all the relevant information that clients need to be aware of including conclusions and recommendations -Attend client meetings alongside the advice team to conduct research Background of the Paraplanner / Trainee Paraplanner: -Experience working in a Financial Planning/Advice firm -Experience working as a Paraplanner or strong interest in becoming a Paraplanner -Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications ‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.

Up to £45k (depending on experience).A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team.You will be fully qualified, with fully funded support (and salary enh

Paraplanner - Flexible Hybrid Working.Edinburgh (2 days WFH per week).Full-time | Permanent | Hybrid working.A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team.This is a fantastic opportunity for a driven professional who is passionate about

Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent. You will provide essential support to Senior Advisors and ensure a positive client experience within our financial planning department. Stay abreast of industry developments, regulatory changes, an

A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner. To be a successful applicant, you will be an experienced Paraplanner or Senior IFA administ

My client is a highly respected wealth management firm with an office based in Edinburgh.A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth.The role will be exceptionally in

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This range is provided by IDEX Consulting Ltd.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Locations: can be based in Glasgow or Edinburgh.My Clien

Our client, a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner to join them.As a Paraplanner, your main responsibilities will be to provide technical support, conduct full research of products using

Highly Competitive + excellent benefits package.A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team.You will be fully qualified, with fully funded support (an

Paraplanner / Trainee Paraplanner.Paraplanner / Trainee Paraplanner.Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:.Work with the financial planning and c

Paraplanner - Aviva Financial Advice.Hybrid working - home working blended with office working from any of our national office bases (Amersham, Birmingham, Bristol, Chester, Edinburgh, Glasgow, Leeds, London, Oxford, Plymouth, Rugby, Sheffield).Excellent benefits package (see below for full details)

Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered). Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.

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:.

They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.

They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.

A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and

As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team.

A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You should be an experienced Paraplanner with great report writing skills.

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basisAs Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential c

Paraplanner / Trainee Paraplanner - Edinburgh. Experience working as a Paraplanner or strong interest in becoming a Paraplanner. Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.

You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business

You should be Diploma qualified and experienced Paraplanner with great report writing skills. A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team. As our Para

A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team.

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:.

They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.

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:.

A National firm of Financial Planners are looking to grow their Paraplanning team with a Diploma Qualified Paraplanner. Within this Paraplanner role you will support Advisers in the advice giving process with suitability reports, product research and technical analysis.