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Location: EDINBURGH, MIDLOTHIAN Salary: 34000.00 - 40000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3076675
Reed Insurance are recruiting for an excellent Financial Planners with offices across Scotland. Our client is seeking a high calibre Paraplanner to join the successful and growing team in Edinburgh.

Providing holistic advice to clients, this firm specialises in individual advice. The Paraplanner is required to provide support to a high producing Financial Planner.

The Paraplanner will be responsible for research and drafting reports at a very high level. The Paraplanner will be involved in client meetings, developing client relationships and will be responsible for the review process for existing clients.

This is a role with exceptional development opportunities...

Our ideal candidate will currently be performing a Paraplanning role, will be highly technical with fantastic product knowledge, accustomed to report writing and research at a high level.

We are looking for a candidate experienced in whole of market Financial Services with a substantial amount of experience working as a Paraplanner within an IFA environment.

Excellent client facing skills and a motivated and enthusiastic attitude are essential.

Strong Excel skills and cash flow experience within a fee based IFA environment would be highly advantageous.

Qualifications Required:
• Diploma in Financial Services essential
• Advanced financial services qualifications desirable
• Chartered status desirable

In return, you will receive a fantastic salary and excellent benefits package along with the chance to really progress your career within a leading firm.

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