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Trainee Paraplanner

Edinburgh
Negotiable
Permanent

Eden Scott's client, a growing Wealth Management organisation in the heart of Edinburgh have a fantastic opportunity within their Financial Planning team for a senior IFA Administrator looking to truly invest in their career and progress as a Paraplanner in Edinburgh.

The role

The successful candidate shall be working closely with a team of professional Paraplanners & Advisors assisting, providing a strong network of support to clients where general tasks shall include; collating client information, preparing suitability letters, preparing illustrations and reports for client meetings, assist in the compiling of financial planning and Investment proposals as well as liaising with 3rd party stakeholders and managing cases to completion.

This is an exciting prospect for someone working within an IFA or Wealth Management environment in a senior support role that has made significant progress through financial exams and is looking to take that next career move.

The ideal candidate should be working towards their level 4 Diploma, with a minimum of 2 year's experience in a senior support role with exposure to writing reports and research tools. In addition, you should be a committed individual with the ability to multi-task in a dynamic environment

Don't miss out on this rare opportunity and get in touch now to note your interest or alternatively call Kelly Strachan on 0131 550 1112 for a confidential chat around your career aspirations and taking your application further

Apply for this job

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