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.
Are you an experienced Paraplanner looking for a new opportunity in Edinburgh?
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.
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.
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.
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.