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.
Key Responsibilities
Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.
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.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
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.
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
Are you an experienced Paraplanner looking for a new opportunity in Edinburgh?
You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together suitability reports.
A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.
CRM PROJECT MANAGER - LONG TERM CONTRACT - 4 DAYS PER WEEK - OUTSIDE IR35
One of Loriens Edinburgh based Public Sector clients is looking to bring on a experienced CRM Project Manager to join on a 4 day a week contract running up to Sept 2026.
Essential skills
Expert knowledge of Microsoft Dynamics CRM and experience of project managing implementations with not-for-profit organisations.
The Department for Business and Trade ("DBT") are bringing an exciting opportunity for a Senior Product Manager to champion the delivery and continuous improvement of products and define, own, and solve problems that enable value.
Join a team at the heart of the global economy!
£53,560 to £65,300 including allowances plus 27% pension contribution and other excellent Civil Service benefits.
Strategy - Inputting into development plans, option and feasibility studies, research and investigations to develop strategic and/or specific responses to Estates business needs.
Degree qualification in building or engineering discipline (Architecture, Architectural Technology and variants, Building or Building Engineering, Building Surveying, Construction, Construction Management and other equivalents ) or HND in a construction related discipline.
General
One of Loriens Edinburgh based Public sector clients is looking for an Fully Qualified Design Standards Manager to join there team.
We are thrilled to offer an exciting and challenging opportunity for a highly skilled and motivated Customer Journey Manager (CJM) to join our client's Cloud Integration CJM Team!
My high-profile banking client is looking for a Customer Journey Manager to join their team Based at their Halifax offices on a hybrid basis (2 days a week on site) on an initial 6-month contract with chance of extensions.
Are you driven by a passion for enhancing the lives of others?
We believe that working in care is more than just a jobit's an opportunity to make a meaningful impact.
At Morlich House, located in the charming Morningside area of Edinburgh, we're dedicated to providing exceptional care for older ladies in a supportive and vibrant environment.