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Paraplanner

2 months ago

Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you an experienced Paraplanner looking for a new opportunity in Edinburgh?

A Chartered Edinburgh firm who prides themselves on providing high quality, independent financial planning to their loyal client base is looking for a Paraplanner to join their team.

You will have the opportunity to work alongside a small team of Paraplanners to support a number of advisers with producing client recommendations and compiling together suitability reports. Utilising software’s like Best Practice and Enable, you will provide full Paraplanning support. In the future, there’s opportunity to move into a more client facing position and full funding for qualification support.

This team is going through an exciting phase of growth and are really excited to welcome their next Paraplanner.

Open to fully or part qualified but at least 2 years experience in a Paraplanning position.

What’s in it for you?

- Friendly, collaborative team

- Central Edinburgh offices

- DIS (x2)

- Income Protection

- Flexible working

Job Title: Paraplanner

Location: Edinburgh

Salary: £35-45k

REF: 9180