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DIPLOMA QUALIFIED PARAPLANNER

Location: EDINBURGH, MIDLOTHIAN Salary: 28000.00 - 30000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 days ago Reference: 3076687
Are you a Diploma Qualified Paraplanner? Looking to work with a leading Private Client Advisory firm in Edinburgh? Do you enjoy carrying out technical research? If so read on.

A leading Financial Services firm in Edinburgh requires an experienced Paraplanner to support a number of adviser providing advice to HNW Private and Corporate Clients. You will provide technical research and reporting writing support to the adviser in order to provide the best on going service to the clients.
Prepare and maintain client records
Obtain quotes and valuations, producing necessary documentation
Prepare suitability reports and illustrations
Prepare review packs for client meetings

If you have experience researching investments, preparing client reports and writing suitability letters then please contact me asap. Please contact Lynn Wilson on 0141 241 4700 to discuss in confidence.

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