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Paraplanning Professional

2 months ago

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

Experienced Paraplanner Wanted for a Dynamic Team

A leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team of professionals. As a Paraplanner, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.

You will have the opportunity to work with a range of software systems, including Best Practice and Enable, to provide comprehensive Paraplanning support. In the future, there may be opportunities to move into a more client-facing position, and the company offers full funding for qualification support.

This is an exciting time to join the company, as they are experiencing a period of growth and are looking for talented individuals to contribute to their success.

What We Offer:

  • A friendly and collaborative team environment
  • Central Edinburgh offices with excellent amenities
  • Discretionary Income Scheme (DIS) and Income Protection
  • Flexible working arrangements to suit your needs

Requirements:

  • At least 2 years of experience in a Paraplanning role
  • Fully or part-qualified, with a strong understanding of financial planning principles

Salary: £35-45k