Reed is working with a highly successful Wealth Management company who are the wealth arm of a successful Accountancy business. They have a large, strong client following and offices in Edinburgh and Fife.
They have a strong core team of advisers, qualified Paraplanners and Wealth Management Administrators in both the Edinburgh and Fife offices.
They are currently looking for an experienced Paraplanner to join their team. You should be well qualified and technically minded as well as a great team player and brand ambassador.
You will be involved with:
Undertaking financial planning and product-based research
Preparing Client Valuations
Preparing annual and lifetime allowance calculations for high earners
Preparing suitability reports to a professional and timely standard
You should hold Diploma (Dip PFS) or equivalent, ideally progressing towards Chartered status and have a proven track paraplanning record. In addition, ideally you will have an understanding of the Old Mutual Wealth Platform and Intelligent Office software.
You can expect a great benefits package with salary up to £40,000 (DOE) plus an attractive benefits.
For further information, please apply or contact Lynn Wilson or Kenny Blair on 0141 241 4700