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 • £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.
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.
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.
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.
As an applied product architect in the Product Architecture team, you will have the opportunity to have a wide-reaching impact on the product, platform, technology and ultimately the business, by enabling goals via architectural vision, consultation and intervention.
Our architects are not the ivory tower, top-down sort.
They are product builders and problem-solvers who work with existing engineers, product managers, UX designers and customer representatives to understand what is holding the product back and what new or improved building blocks could enable the future of our platform.
As an applied product architect in the Product Architecture team, you will have the opportunity to have a wide-reaching impact on the product, platform, technology and ultimately the business, by enabling goals via architectural vision, consultation and intervention.
Our architects are not the ivory tower, top-down sort.
They are product builders and problem-solvers who work with existing engineers, product managers, UX designers and customer representatives to understand what is holding the product back and what new or improved building blocks could enable the future of our platform.