Paraplanner
Job Type : Permanent, Full Time
Salary : £32000 – £42000/annum
An exciting opportunity has arisen for a diploma qualified Paraplanner to join one of the UK's leading financial planning businesses.
You will be based out of the Edinburgh office and have access to a hybrid working policy that offers flexibility to all employees.
The successful applicant will need previous paraplanning experience and be level 4 qualified (ideally DipPFS), with an aspiration to achieve chartered status.
Key Responsibilities
* Providing full paraplanning support to our advisers and dealing with technical client queries
* Attending forward planning meetings alongside the financial planner
* Producing and continually improving client reports which are client friendly
* Technical client research and analysis
What's on offer?
* Hybrid working policy
* highly competitive salary & bonus
* amazing career progression opportunities
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Technical Support, Para-planner, Paraplanning, financial planning, wealth management, financial advisory, financial services, IFA
