Technical Paraplanner jobs in Edinburgh

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...

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...

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...

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...

You will be rewarded with a very generous basic salary and benefits package.

A leading recruitment firm is seeking an experienced Senior Paraplanner for its Edinburgh office. In this role, you will support Wealth Managers by preparing detailed financial plans and conducting portfolio reviews. The ideal candidate will possess a Diploma in Regulated Financial Planning and have solid technical knowledge in investments and pensions. The position offers hybrid working, a...

A leading wealth management firm in Scotland is seeking a Paraplanner to support financial advisers with client meetings and technical matters. The role involves preparing suitability reports, conducting technical research, and ensuring accurate client records. The ideal candidate will possess a CII Level 4 Financial Planning Diploma and strong technical knowledge in paraplanning. This position...

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.

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...

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...

Overview Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and...

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...

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...

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.

You will prepare comprehensive financial reports, conduct product research, and maintain client records. Ideal candidates have experience in financial services and strong understanding of financial products. This role offers a competitive salary, hybrid working options, and a chance to join a values-driven organization that prioritizes integrity and client service.

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...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...

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 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;...

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...