Senior Paraplanner, Manager

1 month ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Exciting Opportunity for a Paraplanner or Senior Paraplanner Team Leader

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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