Paraplanner

  • Location

    Perth, Perth & Kinross

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £40000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2807_1614101019

  • Published:

    4 months ago

  • Expiry date:

    2021-03-25

  • Consultant:

    ConsultantDrop

Experienced Paraplanner - Perth - Leading, Multi-Office Financial Planners - Salary negotiable

MB Fitzgerald Recruitment are currently working with one of Scotland's leading Financial Planning organisations who specialise in providing holistic financial planning services to HNW individuals. They currently have a requirement for an experienced Paraplanner to join their team to support the Advisers.

We are looking for a candidate with a minimum of 2 years experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered. You MUST be Diploma qualified as a minimum and should have excellent communication skills as you will be dealing directly with clients on a regular basis; performing fact find reviews and discussing technical matters/ queries.

Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

Salary on this role is negotiable depending on experience and qualifications and as a growing business the company are able to offer potential for progression in the future.