• Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £40000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Paraplanner - National Financial Planning Organisation - Edinburgh - Salary up to £40K plus benefits

MB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their Edinburgh office. The business is a true market leader and are now ready to continue their planned expansion.

As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their clients. You'll be responsible for delivering a compliant, highly technical, well-researched and quality paraplanning service. You will work closely with the Adviser's, researching and analysing suitable products in line with their recommendations and writing clear reports to outline this.

We are looking for a candidate that can 'hit the ground running' and as such candidates MUST have experience in a Paraplanner role within a fee based, financial planning environment. Candidates MUST also be level 4 qualified as a minimum and ideally within one or two exams of becoming a Chartered Financial Planner. You should be a competent report writer and have a strong knowledge of all financial planning products.

On offer is a generous salary and benefits package as well as the opportunity to progress your career at one of the UK's leading Financial Planning Organisations.