|Location: EDINBURGH, MIDLOTHIAN||Salary: 34000.00 - 40000.00 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 2 months ago||Reference: 3076675|
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.
• 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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