My client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth.
The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD
To be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. If not near chartered or an enthusiasm to complete. Your background will include both Pensions and Investments with excellent report writing skills, idally wit cash flow modelling experience. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm. Along with this you would have team management duties or assisting less experienced members of the team and have a chance to be the part of their investment committee.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history a chance to move to advice if you wished.
Please get in touch with Alison Curran as soon as possible to discuss this role and also other opportunities within the area. 01315501125 and send your CV to firstname.lastname@example.org or click the apply now button.