My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced IFA administrator or Paraplanner.
Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers you will provide them with support and also gain exposure to client meetings/contact. The bulk of their clients are HNW so the level of detail, professionalism and service is critical and you will be a key member to the support team. The company is able to mould the right individual internally depending on their aspirations.
To be a successful applicant you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally from a whole of market/IFA environment or provider with experience doing report writing and research. Fundamentally they are a close knit team where company fit is imperative so should you be a suitably skilled professional they can integrate you to the team accordingly.
In return they will invest in you, put you through your exams and support personal development. Along with this you will gain a competitive salary, benefits package and the chance to grow within the team gaining invaluable industry experience.
Interviews are currently taking place so to be considered please apply ASAP or call Alison Curran on 01315501125 to discuss confidentially both this role and also other similar positions in the area.