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Senior Paraplanner - new role

  • Salary: £36000 - £43000 per annum + flexible working from home
  • Location: Edinburgh
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    10 Sep 2020
  • Job reference: BBBH34567

Our client, is a national firm of Financial Advisers with an office in Edinburgh. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.

Due to the current climate they have decided going forward to provide 'agile working' to all staff which means you will have more flexibility over when you are in the office.

They are requiring a Paraplanner with 2-3 years' minimum experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status.

You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison .

Interviews will be taking place shortly.

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