Paraplanner

  • Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2507_1621956199

  • Published:

    30 days ago

  • Expiry date:

    2021-06-24

  • Consultant:

    David Everingham

Paraplanner - Edinburgh - Salary negotiable, around £30-45K - 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 those with exceptional experience will be considered whether they have passed the Diploma or not

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 further professional qualifications and progression in their career.