All jobs near Edinburgh

• Edinburgh
• £40000 - £50000 per annum
• Posted about 11 hours ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• Edinburgh
• £45000 - £52000 per annum
• Posted 11 days ago

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow. Key Responsibilities Financial analysis - evaluate clients' income, expenses, assets, liabilities and long-term goals using robust planning tools Report preparation - draft comprehensive...

• Edinburgh
• Negotiable
• Posted 13 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 1 month ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. 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 financ...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 3 months ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...