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Paraplanner

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 25,000-35,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: about 1 month ago Reference: X3-299458

Reed is working with a leading wealth management organisation with a regional office in Edinburgh.

They offer a bespoke financial planning service to both personal clients and business owners. Advice will be tailored to individual needs ensuring they meet client objectives.


They are currently expanding the team, with the addition of an experienced Paraplanner to be based in their Edinburgh Office.

Your duties will include, but will not be limited to:
Analysis of client data and preparation of client reports
Provide support, technical knowledge/skills within the business
Liaise closely with advisers in order to provide a full paraplanning service
Preparation critical yield calculations and general sense checking of cases

To be considered for this position you must be able to demonstrate a previous track record of a similar role within the financial services industry.

Ideally, you will be qualified or studying towards a Diploma in Regulated Financial Planning however this is not essential. You will possess a high level of competence in processing both new and transfer business, strong attention to detail and exceptional customer service skills.

In return you will benefit from working within a great team, a reputable business with a drive for success. The salary is negotiable depending on experience and qualifications up to around £35,000.

For further information, please apply or contact Lynn Wilson on 07969633883 

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