Trainee Paraplanner or Paraplanner
A tuly unique trainee/ developing paraplanner vacancy has arisen with our client, a highly professional organisation with an expanding and well regarded wealth planning arm. A rare job opportunity for an experienced IFA administrator to join them, train and develop to a true paraplanner. Alternatively the role could be suited to a near qualified Paraplanner to join the central Edinburgh team.
In the job you will be working alongside some of the industries most qualified and knowledgeable advisers providing them with full support. Along with undertaking basic report writing duties, financial analysis and creating 'reasons why' documents you will have the opportunity to shadow. Throughout your daily duties you will be expected to provide exceptional service, be proactive in your work and be committed to developing your career internally to grow and expand your knowledge across areas of pensions and investments.
To be considered you will be working towards being diploma qualified/ equivalent or close to obtaining. Ideally with previous wealth management experience in an IFA. You'll have drive and enthusiasm as they will promote and encourage your development and continually provide you with support to progress into various areas. You will be a dynamic, enthusiastic and of graduate calibre individual who can interact with clients of all levels with excellent IT skills and software knowledge.
Along with the above, a highly competitive basic, significant bonus and benefits package is on offer for the successful candidate. They look to interview so please apply ASAP to speak to Alison Curran prior to submission in absolute confidence.