40,000 - 50,000

Paraplanner / Edinburgh / Permanent / Salary £40,000 - £50,000 + excellent benefits package + study support

An opportunity has arisen for a paraplanner to join our highly regarded and award-winning wealth management client based in Edinburgh.

The ideal candidate will currently be working within a paraplanning capacity and have amassed more than two years’ experience assisting financial planners with high net worth and complex financial advice.

The successful candidate will be provided with full study support and there is the opportunity to progress and become a Chartered financial planner for those that want it.

Working closely with the Financial Planners and tasked with being an integral part of the client experience, duties and responsibilities will include:

  • Provide analysis and research for client reports
  • Provide quality and timely technical advice to the financial planners
  • Carry out portfolio reviews
  • Proactively expand one’s knowledge by investigating new developments in the tax, legal and planning world
  • Highlight any improvements to processes and templates

The person:

  • Minimum two years’ paraplanning experience
  • Ideally CII Diploma in Financial Planning or equivalent
  • Strong working knowledge of financial services products including pensions, protection, bonds and Trusts
  • Excellent report writing skills
  • Ability to produce accurate work
  • Excellent numeracy and analytical skills
  • Experience of working as part of a team
  • High level of technical knowledge in relation to pensions and estate planning
  • Self-motivated, organised and keen to develop oneself further.

Application Details

Scott Caldwell

Reference No: para01

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