An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong...

Finance Manager Salary: £56,486 - £65,000 Location : Edinburgh Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development. Summary of the role This role leads a highly complex and heavily regulated Mutual Funds Specialist Finance Services function operating under the FCA CASS rulebook, with strict intraday service level requirements. The team spans three core areas-Cash Management & Distributions, Regulated Reconciliations, and CASS Controls & Oversight-covering end-to-end cash processing, client money and asset protection, regulatory reporting, governance, and audit engagement. The role carries significant accountability for operational...