Our client, a bespoke FCA regulated life and pensions service provider based in Edinburgh, is seeking an experienced Resource Planner with a strong background in Planning and Forecasting.
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team.
This firm focus on providing a high quality financial planning and investment management service.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
We have an opportunity for an enthusiastic and committed lawyer to join our Financial Services Team in Scotland, with members based in Edinburgh and Glasgow.
The combined UK Financial Services team consists of 9 partners and a team of 22 other fee-earners and trainees in the UK.
CMS has one of the few large, stand alone financial services practices in the City of London.
Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.
General
As a Paraplanner, you will play a crucial role in supporting our financial advisors and providing exceptional service to their portfolio of valued clients.
Meraki Talent's client is a leading financial services firm in Edinburgh, currently seeking a highly skilled and motivated Paraplanner to join their dynamic team.
Are you struggling to see where your career can go from here?
General
Heat are working with an bespoke Independent Financial Advice firm based in Edinburgh, who are looking to expand their IFA Administrator team following some internal promotions.
Or just looking for a fresh start
If any of the above are true, this should be the opportunity for you!
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
General
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.