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.

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 Planning...

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...

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 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...

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.

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...

Overview OVERALL SUMMARY Join TrinityBridge Paraplanning Team where you willsupport Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. This role can be based in either Glasgow or Edinburgh. Responsibilities Obtain information on existing policies; this will include issuing a letter of...

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.

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.

Job description My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient mannerRegularly participate in team...

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 mainly be providing support directly to the MD.

You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)