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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 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 ScottMy Four Wheels
Kirkcaldy
My Four Wheels are one of the most trusted and fastest growing driving school in the UK with 200 driving instructors currently on the road and hundreds in our training programme who will be hitting the roads shortly. There is currently a record number of learner drivers who need teaching due to test centre backlogs due to covid. In the last 12 mont
Job Source: My Four WheelsMy Four Wheels
Edinburgh
My Four Wheels are one of the most trusted and fastest growing driving school in the UK with 200 driving instructors currently on the road and hundreds in our training programme who will be hitting the roads shortly. There is currently a record number of learner drivers who need teaching due to test centre backlogs due to covid. In the last 12 mont
Job Source: My Four WheelsITonlinelearning Recruitment
Edinburgh
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentITonlinelearning Recruitment
Edinburgh
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentHGV Training Network
Edinburgh
Trainee HGV Driver HGV Training Network is one of the largest HGV & LGV training and recruitment companies in the country; we are currently working to fill numerous full-time trainee HGV driver vacancies across the UK. The Trainee HGV Driver role is subject to successful completion of the training course - details of costs & fees will be discussed
Job Source: HGV Training NetworkITonlinelearning Recruitment
Edinburgh
Are you looking to benefit from a new career in Programming? Skills shortages in the IT sector are driving the need for qualified, entry-level career seekers and career changers. We help place graduates from this programme in top UK companies and organisations needing to employ entry-level Programming staff that can hit the ground running with up-t
Job Source: ITonlinelearning RecruitmentEdinburgh
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 and accurately record client data
Research and analyse financial products to meet client requirements and objectives
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents
Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
Work within and stay up to date with template changes and advice framework
Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
Call ceding scheme providers to request outstanding policy information for clients.
Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
Willingness to study towards level 4 Diploma Qualification
Experience of financial service products
Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner jobs in Edinburgh
ⓘ There was an unexpected error processing your request.
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