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Burgh Recruitment Limited
Edinburgh
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations
Job Source: Burgh Recruitment LimitedBurgh Recruitment Ltd
Edinburgh
Paraplanner Location - Edinburgh or Stirling Salary - £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time - hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locati
Job Source: Burgh Recruitment LtdIDEX Consulting Ltd
United Kingdom
An exciting opportunity has arisen for an experienced Paraplanner to be based in Fife office for one of the top practices in Scotland.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.They are requiring a Paraplanner with 2-3 years' minimum experie
Job Source: IDEX Consulting LtdReed
Edinburgh
�? Join a Dynamic Team as an Experienced Paraplanner in Edinburgh! �? Are you a Level 4 or Level 6 Diploma Qualified Paraplanner who is passionate about financial planning? Do you thrive in an environment that fosters growth and development? If so, our client wants you to be part of their team! Key Responsibilities: Provide high-quality techn
Job Source: ReedMeraki Talent Limited
Edinburgh
Paraplanner Competitive SalaryPermanentEdinburgh 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. As a Paraplanner, you will play a crucial role in supporting our financial advisors and providing exceptional service to their portfolio
Job Source: Meraki Talent LimitedEden Scott
Edinburgh, Scotland, United Kingdom
Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, rema
Job Source: Eden ScottWHSmith
Edinburgh
Team Leader WHSmith EDINBURGH AIRPORT Contract Type: Permanent Working hours: 39 Please note this role includes 3am starts and late finishes of 11pm 5/7 days including weekends. Please only apply if you are able to work these hours As a Team Leader in our Edinburgh store, youll lead and inspire your team to provide exceptional customer service,
Job Source: WHSmithThornbury Recruitment Ltd
Edinburgh
Salary up to £30,000 plus benefits and bonus Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners. When fully trained, responsibilities will include: Deal with general client queries Analyse clients’ requirements, develop cash flow models
Job Source: Thornbury Recruitment LtdEdinburgh
Paraplanner - Team Leader - National Wealth & Investment Management Organisation
Salary to £52,000 plus Benefits and Bonus
Edinburgh, Hybrid
MBF Recruitment are currently working with one of the UK's largest Wealth Management Organisations who are looking to add a Team Leader to their Paraplanning Team in Edinburgh. This is a Senior Paraplanner/ Player-Manager type role working with the Team Heads to oversee the Paraplanners and optimise performance within the team.
Requirements:
The existing Paraplanning team is experienced and all Paraplanners are Diploma qualified as a minimum. For this reason, we are looking for an individual with a high level of experience.
Candidates should be confident in their ability to write all types of reports, using their experience to deal with situations with their own Advisors as well as providing advice and assistance with colleagues on their team.
Ideally, candidates will be Chartered although experienced individuals without advanced qualifications will be considered. Diploma qualified minimum
Any candidates with previous leadership or management experience will hold an advantage although this is not essential
Responsibilities:
Prepare suitability reports across a wide range of advice types, financial products, and investment solutions, undertaking technical research as required
Conduct appraisals, 121s and drives performance within the team
Coach, mentor & provide training to develop Paraplanners
Responsible for disseminating important information and business changes which impact the Paraplanning team
Manage the report workflow, drive efficiencies within the team and be a technical point of reference for the team
Responsible for overseeing the competence framework of the team by maintaining the skills matrix to understand the skills of the Paraplanning team. This will involve doing peer checks and obtaining feedback from Advice Quality and Financial Planners, including any in-house testing
Promote a service excellence mind-set throughout the team and wider organisation
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
Work in partnership with Managing Partner, Team Heads, Projects, L&D along with specialist teams to identify training and coaching needs and to develop team and individual plans
On offer:
Basic salary of up to around £52,000 plus company benefits including Pension, DIS, Income Protection, PMI etc
Annual discretionary bonus
Opportunities for career advancement at one of the largest Wealth Management firms in the UK
Full Study support
Paraplanner - Team Leader jobs in Edinburgh
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