Senior Paraplanner, Manager
1 month ago
Our client, a leading financial planning and investment management company, is seeking a paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This is an excellent opportunity to be part of a dynamic team and contribute to the company's growth strategy.
Key Responsibilities:
- Provide technical research and report writing support to financial advisers
- Attend meetings as required to support the advice process
- Contribute to the development of client relationships and communication
- For senior/experienced appointments, train, mentor, coach, and support colleagues, and have input to the company's direction of travel as a part of the management team
Requirements:
- Diploma qualified or close to obtaining (senior must have level 4)
- Minimum 2 years experience in financial planning/wealth management, providing support to financial advisers carrying out technical support
- Strong software, IT skills, back office experience, and a keen eye for detail
- Familiarity with FCA legislation and regulations
What We Offer:
A flexible and attractive package, including opportunities for career development and growth within the company.
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