Senior Paraplanner jobs in Edinburgh

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.

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...

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 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.

My client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history. The role will be exceptionally in depth with client facing elements...

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.

You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.

You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.

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.

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;...

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...

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 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...

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 the first point of contact for mainly private clients when contacting the company and act as an ambassador for the company providing first class service to existing customers.

You will organise all aspects including documents, research and coordination prior to meetings.

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...

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.

My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner. Depending on experience, Paraplanning duties will include report writing, research, investment and...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the...

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service...