MB Fitzgerald are currently working with one of Scotland's leading Chartered Financial Planning businesses to recruit an experienced Paraplanner to work alongside their consutants.
The company specialise in providing independent financial advice, mainly on pensions and investments, to HNW individuals across Scotland. They are well established and recognised as a genuine market leader. They have a reputation for providing high levels of client service and are looking for a Paraplanner who shares their values.
As a Paraplanner you will be responsible for a variety of tasks including but not limited to;
- Undertaking sufficient product and market research,
- Providing high level & accurate research and compliant report writing facilities to Planners,
- Client meeting preparation for Planners.
Candidates must be experienced Paraplanner's who have completed the Diploma Financial Planning as a minimum. You should have a strong product knowledge, especially with Pensions and Investments. Candidates who have previous experience using cashflow analysis and the intelligent office back office system will have an advantage although this is not essential.
The successful candidate will enjoy a supportive working environment and the chance to progress at one of the country's leading chartered financial planner's. You'll be financially supported with all professional qualifications and will be rewarded with a generous remuneration package.