Paraplanning Professional

5 days ago

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

Job Opportunity for a Paraplanning Professional

We are a leading financial services company, committed to delivering exceptional client experiences. Our team is seeking a skilled Paraplanning Professional to join our Edinburgh office.

About the Role

As a Paraplanning Professional, you will work closely with our team of financial advisors to provide high-quality support in producing client recommendations and compiling suitability reports. You will utilize industry-leading software, such as Best Practice and Enable, to deliver exceptional results.

Key Responsibilities

  • Provide comprehensive Paraplanning support to our financial advisors
  • Collaborate with the team to develop and implement effective client solutions
  • Utilize software to produce high-quality client reports and recommendations
  • Contribute to the growth and development of our team

What We Offer

We are committed to providing a supportive and collaborative work environment, with opportunities for professional growth and development. Our benefits package includes:

  • Competitive salary range: £35-45k
  • Flexible working arrangements
  • Discretionary income protection
  • Central Edinburgh office location

Requirements

We are seeking a highly motivated and experienced Paraplanning Professional with a minimum of 2 years' experience in a similar role. You will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

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