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Paraplanner

  • Edinburgh
  • Permanent
  • up to £50,000 plus benefits

Job details.

Paraplanner

Edinburgh - Salary negotiable plus benefits

Our client, one of Scotland's leading Wealth Management organisations, is seeking an experienced Paraplanner to join their dedicated team. They are a client-focused firm of Chartered Financial Planners, offering tailored financial planning solutions to a diverse client base across Scotland.

Location: Edinburgh (Flexible hybrid working available)

Key Responsibilities:

  • Conduct thorough research and analysis to support the creation of bespoke financial planning solutions for clients.
  • Assist in the preparation of comprehensive financial reports and recommendations.
  • Work closely with Financial Advisors to ensure accurate and effective delivery of financial plans.
  • Keep up-to-date with industry regulations, compliance standards, and best practices.
  • Collaborate with team members to optimize operational efficiency and client satisfaction.

Qualifications and Skills:

  • Diploma qualified as a minimum; ideally Chartered or studying towards this level of qualification.
  • Proven experience as a Paraplanner within the financial services sector.
  • Strong analytical and research skills to support informed financial planning decisions.
  • Excellent written and verbal communication skills.
  • Ability to work both independently and collaboratively within a team environment.
  • Attention to detail and a commitment to delivering high-quality work.

Benefits:

  • Generous salary package, negotiable based on experience and qualifications.
  • Flexible hybrid working options to accommodate work-life balance.
  • Study support to assist in achieving Chartered status.
  • Income Protection and Disability Insurance for added financial security.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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