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)
- 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.
- 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.
- Financial Services
- Financial Planning