Paraplanner, wealth management
My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office.
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.
In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
To be considered you must be an experienced Paraplanner / senior administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. Ideally you will also have experience of Standard Life and Wrap platforms and knowledge of Iris/First software with first class IT skills with a keen eye for detail.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply and to discuss in more detail.