Paraplanner jobs in Scotland

You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Paraplanner- Financial Planning Division: Rathbones Financial Planning...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their 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...

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Paraplanner- Financial Planning Division: Rathbones Financial...

Paraplanner / Trainee Paraplanner EdinburghMeraki 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...

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...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

You will be able to use financial planning tools and modelling software in order to produce insightful client reports.

You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients.

Job Opportunity We have an excellent opportunity for an experienced Paraplanner to join the Edinburgh office on a permanent basis. RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements. Responsibilities Prepare detailed financial plans, suitability reports, and...

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their 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...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...

You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will be Level 4 Diploma in Regulated Financial Planning or equivalent. Visit the IDEX Consulting Ltd website for further opportunities.

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice.The...

You will be a senior member of the team and will sit in on technical meetings. To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their 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...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice.The...

A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The...