Paraplanner jobs in Edinburgh

 ...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... 

 ...Recruitment are delighted to be working in partnership with a highly reputable wealth management company who are looking to appoint a Senior Paraplanner to join them on a full time, permanent basis. Located within their beautiful Edinburgh City Centre offices, this is an... 

 ...Description: Core-Asset Consulting is working with a leading UK wealth management and financial planning firm to appoint an experienced Paraplanner to join a growing and collaborative team in Edinburgh. The Paraplanner will provide high-quality technical and paraplanning... 

Our client, is a highly reputable Wealth Managers based in Edinburgh. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research, report writing...

 ...aligned with client objectives Documentation - maintain accurate and compliant client records and files Essential: Diploma Paraplanner Experience with iO, Excel and financial planning tools Excellent communication (verbal & written) Strong team player with... 

 ...What will you be doing  We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh.  As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our... 

 ...and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. *As of June 2025 Role Title: Paraplanner- Financial Planning Division: Rathbones Financial Planning Location: Edinburgh Contract: Permanent Working pattern:... 

Job Description: We are working on a fantastic opportunity for a Paraplanner to join at an investment management firm in Edinburgh. In this role, you will work closely with advisers across the business with complex advise cases and support the wider support team with technical... 

 ...Job description Paraplanner / Trainee Paraplanner Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh. Responsibilities of the Paraplanner / Trainee Paraplanner:... 

 ...A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report... 

Register Your Interest - Finance Graduate Trainee Programme Why Finance? In Finance, we tie together all the financial activity across the bank through analysis, insight and reporting. It’s our job to manage the bank’s balance sheet, report on our financial performance...

Job Description: We are working with a well-established financial services firm to appoint a Financial Adviser to join a centralised advice function. This is a hybrid role offering flexibility alongside the opportunity to deliver high-quality, compliant financial advice to ...

Who we are: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’...

About this role BlackRock is one of the worlds preeminent asset management firms and a premier provider of global investment management risk management and advisory services to institutional intermediary and individual investors around the world. BlackRock offers a range...

Job Description As a Financial Crime Strategy Senior Associate at JPMorgan Chase, within the International Consumer Bank, you will be a part of a flat-structure organisation. This is a role within the first line of defence where yo u will support in defining the strategy...

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will...

 ...holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for people... 

Financial Risk Transformation Consultant / Senior Consultant Location: Scotland (Edinburgh & Glasgow) (Hybrid) Practice Area : Financial Crime Risk Regulation & Finance Transformation Type: Permanent Lead meaningful risk transformation at the heart of financial services...

Register Your Interest - Commercial Banking Relationship Management Graduate Trainee Programme Why Relationship Management? In Relationship Management, we focus on building strong relationships and helping UK businesses to thrive in an ever-changing world. From entrepreneurial...

Job Description At Aberdeen our ambition is to be the UKs leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent...

Register Your Interest - Commercial Banking, Relationship Management - Internship - Edinburgh Why Relationship Management? In Relationship Management, we focus on building strong relationships and helping UK businesses to thrive in an ever-changing world. From entrepreneurial...

Join us as a Wealth Analyst Hone your interpersonal skills as you build and maintain strong relationships with our clients You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore...

An exciting opportunity has arisen for an experienced International Tax Manager or Senior Manager to join a leading professional services firm with a dedicated focus on financial services. This role offers exposure to an impressive client base across banking, insurance, and...

Register Your Interest - Digital Transformation Internship - Edinburgh Why Digital Transformation Help the bank transform our digitally led customer interactions and experiences safely and securely while still being simple, resilient, and personalised to our customer ...

JOB PURPOSE: The responsibility of managing / assisting with the management of a defined client portfolio and developing and enhancing relationships with new and existing clients. To provide effective lending deposit and banking solutions to meet the needs of clients, whilst...

Register Your Interest - NatWest UK Internship Programme 2026 About NatWest Group NatWest Group is a leading UK financial services provider, serving over 19 million customers through brands like NatWest, Royal Bank of Scotland, Coutts, and more. We are a relationship bank...

Join us as a Customer Service Personal Banker in Edinburgh You’ll be integral in guiding and supporting our valued branch customers, helping them to achieve their financial goals We’ll look to you to proactively find ways to continually enhance our customer banking...

Managing Recruitment Consultant - Finance Edinburgh City Centre £35,000 - £45,000 + Car Allowance & Uncapped Commission (Earn up to 40%) Search is one of the UK's leading recruitment organisations, with revenue exceeding £220 million and highly profitable operations ...

Description This is an exciting opportunity to join a dynamic diverse team within J.P Morgans UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to ...

Join us as a FinOps Analyst Hone your analytical skills as you provide support to ensure the financial health of the cloud platform, covering invoicing, chargeback and reporting You’ll be supporting the cloud finance platform’s operational stability, financial health...