home based paraplanner jobs in Edinburgh

Job Description I’m recruiting a senior Monitoring Surveyor to take immediate responsibility for an established Scottish lender portfolio. This is not a slow-burn hire, and not a training role. You’ll step straight into live projects, manage your own workload, and be trusted to deliver. If you’re already doing monitoring - or doing it as a part of your current role - this is a chance to focus...

Im recruiting a senior Monitoring Surveyor to take immediate responsibility for an established Scottish lender portfolio. This is not a slow-burn hire, and not a training role. Youll step straight into live projects, manage your own workload, and be trusted to deliver. If youre already doing monitoring - or doing it as a part of your current role - this is a chance to focus fully on it, with...

The ideal candidate will have unlimited earning potential with this commission-based role – up to £300 per new customer, plus bonuses and recurring income (no basic salary, no leads provided). They will be responsible for finding and developing relationships from their own network, About the job Home-Based Sales Consultant (Flexible Hours | Commission Only) With Davina Farrer – in partnership...

In Partnership with Karen Potton & a FTSE 250 British Success Story Company Overview Join a well-established UK business — 27 years strong and proudly listed on the FTSE 250 — helping over 1.2 million customers simplify and save on essential household services such as energy, broadband, mobile, and insurance. As we expand toward 2 million customers, we’re looking for driven, professional, and...

You must be self motivated and the right people will be fully responsible for generating their own sales leads, contacting potential customers and business partners and must be able to provide good customer service. Tasks include phone calls and scheduling virtual meetings with prospective clients and team members, initially working together with Val as part of our training scheme.

Business Development Manager | Field-Based (UK-Wide) | £60K Guaranteed Minimum + Realistic OTE £155K+ | Company Car or £5K Allowance Locations* London, Bristol, Milton Keynes, Swansea, Nottingham, Newcastle, Liverpool, Watford, Bolton, Oldham, Hull, York, Worcester, Dudley, Brighton, Hertfordshire, Gloucestershire Let's be direct: if you're a seasoned BDM who's tired of chasing cold leads,...

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 have bolstered headcount. Currently the company employs over 150 IFAs and they are continuously...

I’m recruiting a senior Monitoring Surveyor to take immediate responsibility for an established Scottish lender portfolio. This is not a slow-burn hire, and not a training role. You’ll step straight into live projects, manage your own workload, and be trusted to deliver.If you’re already doing monitoring - or doing it as a part of your current role - this is a chance to focus fully on it, with...

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 financial services products including ISA's and pensionsPlatform work including switches on Quilter/Transact/ParmenionDevelop and maintain effective relationships with clients, colleagues and product providers.

Company: Doctorcall Contract: Self-employed • Ad-hoc • Part-time Location: Anywhere in UK Doctorcall is one of the UK’s longest-established private GP services, with over 35 years of experience delivering high-quality medical care. Based in London, we pioneered the UK's first visiting doctor service and now provide thousands of private GP visits each year. We support a diverse range of...

You will propose and implement recommendations, collaborating with Financial Planners to clarify goals and objectives to ensure plans are aligned with the aspirations of the client.

You will develop good rapport with clients in meetings and through other forms of communication, supporting and enhancing the overall client experience.

You will have a background in Paraplanningand will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A ‘solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards

You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take further ownership of clients as you grow within the business should you wish.

A new job vacancy has become available with our forward thinking Wealth Manager based in Edinburgh. 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...

Due to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team. The role could also develop to management and/or to become involved in their investment committee if you wished. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during...

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 exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will...

You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business. It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.

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...

A leading financial planning firm with regional offices are recruiting for a Paraplanner manager or team lead to work on a hybrid basis from one of their offices. 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. We are looking for professionals who...

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 depth with client facing elements as and when you gain expertise. Primarily it will involve;...