Paraplanner - Edinburgh - Salary negotiable, around £26-35K but potential to increase for the right candidate - Leading firm of Chartered Financial Planners
MB Fitzgerald are currently working with a leading Edinburgh based firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and manage over £400M of clients funds. They are keen to add an experienced Paraplanner who can help them continue to provide a first class service to their clients.
Candidates must be experienced Paraplanners from a financial planning background. You should have experience in supporting whole of market IFA's who deal with Pensions, Investments, Protection etc and you must be a capable report writer. Candidates who have obtained the Diploma Financial Planning or further Advanced qualifications will be preferred but this is not essential for those with exceptional experience
You will be responsible for; Report Writing, Research, liaising with providers, answering some client queries etc
On offer is an excellent opportunity to join a busy firm of Chartered Financial Planners who are as busy as ever following the pandemic. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.