ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Exchange 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 SearchBurgh 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: ReedThornbury Recruitment Ltd
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
Job Source: Thornbury Recruitment Ltdmbf.
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, 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, 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.
The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. 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.
Senior Paraplanner jobs in Edinburgh, Scotland, United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.