All jobs near Edinburgh

Found 5 jobs
    • Edinburgh
    • £40000 - £45000 per annum
    • Posted 3 days ago

    Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

    • Edinburgh
    • £38000 - £42000 per annum + benefits package
    • Posted 12 days 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...

    • Edinburgh
    • Negotiable
    • Posted about 1 month 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 2 months 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
    • £45000 - £48000 per annum + benefits package
    • Posted 2 months ago

    We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service. What you'll do: Lead, train, ...

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