All jobs near Edinburgh

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted about 21 hours 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, ...

• Edinburgh
• £40000 - £50000 per annum
• Posted 19 days ago

An exciting opportunity for an Associate Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as and building knowledge through exposure to client planning scenarios. Y...

• Edinburgh
• £40000 - £45000 per annum
• Posted about 1 month ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted about 1 month 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
• £32000 - £40000 per annum
• Posted 2 months 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
• £25000 - £35000 per annum
• Posted 3 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...