Senior Administrator/Paraplanning Professional

6 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
About the Role

This is an exciting opportunity for an IFA support individual looking to progress their career in paraplanning or develop their skills in report writing.

Key Responsibilities
  1. Process applications and maintain client information using back office systems.
  2. Contribute to the smooth running of the office alongside other staff members.
  3. Support commission and fee reconciliations, and input client data onto platforms.
Requirements

We are looking for someone with financial exams passed, who is eager to progress towards Diploma status. This role will provide a rare opportunity to be a valued part of the practice and develop your skills in paraplanning.

What We Offer

In return, you will receive a competitive basic package, flexible working, and the chance to work in a warm and friendly office environment.



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