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Burgh Recruitment Limited
Edinburgh
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 (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations
Job Source: Burgh Recruitment LimitedIDEX Consulting Ltd
United Kingdom
An exciting opportunity has arisen for an experienced Paraplanner to be based in Fife office for one of the top practices in Scotland.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with 2-3 years' minimum experie
Job Source: IDEX Consulting LtdBurgh Recruitment Ltd
Edinburgh
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 (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locati
Job Source: Burgh Recruitment LtdReed
Edinburgh
�? Join a Dynamic Team as an Experienced Paraplanner in Edinburgh! �? Are you a Level 4 or Level 6 Diploma Qualified Paraplanner who is passionate about financial planning? Do you thrive in an environment that fosters growth and development? If so, our client wants you to be part of their team! Key Responsibilities: Provide high-quality techn
Job Source: ReedReed
Edinburgh
? Join a Dynamic Team as an Experienced Paraplanner in Edinburgh! ? Are you a Level 4 or Level 6 Diploma Qualified Paraplanner who is passionate about financial planning? Do you thrive in an environment that fosters growth and development? If so, our client wants you to be part of their team! Key Responsibilities: Provide high-quality technic
Job Source: ReedExchange Street Executive Search
Edinburgh
Outgrown your company? It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). You'd like to progress. And you can.
Job Source: Exchange Street Executive SearchEden Scott
Edinburgh, Scotland, United Kingdom
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, rema
Job Source: Eden Scottmbf.
Edinburgh
Paraplanner - Team Leader - National Wealth & Investment Management Organisation Salary to £52,000 plus Benefits and Bonus Edinburgh, Hybrid MBF Recruitment are currently working with one of the UK's largest Wealth Management Organisations who are looking to add a Team Leader to their Paraplanning Team in Edinburgh. This is a Senior Paraplanner/ Pl
Job Source: mbf.Edinburgh
Salary up to £30,000 plus benefits and bonus
Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners.
When fully trained, responsibilities will include:
Deal with general client queries
Analyse clients’ requirements, develop cash flow models and accurately record client data
Research and analyse financial products to meet client requirements and objectives
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
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 application and provider forms are prepared as required and clients are updated throughout the process
Work within and stay up to date with template changes and advice framework
Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
Call ceding scheme providers to request outstanding policy information for clients.
Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
Willingness to study towards level 4 Diploma Qualification
Experience of financial service products
Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner jobs in Edinburgh
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