Paraplanner Trainee

4 weeks ago

Edinburgh, United Kingdom Eden Scott Full time
About the Role

We are seeking a highly motivated and enthusiastic individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will have the opportunity to work alongside experienced chartered advisers, providing them with full support and developing your skills in financial analysis, report writing, and creating 'reasons why' documents.

Key Responsibilities
  • Provide exceptional service to clients of all levels
  • Undertake basic report writing duties and financial analysis
  • Shadow experienced advisers to develop your skills and knowledge
  • Develop your career internally, expanding your knowledge across areas of pensions and investments
Requirements
  • Working towards diploma qualification or equivalent
  • Administrator experience in an IFA or similar environment
  • Drive, enthusiasm, and a commitment to developing your career
  • Excellent IT skills and software knowledge, ideally including Intelligent Office
What We Offer

A highly competitive basic salary, significant bonus, and benefits package, as well as ongoing support and development opportunities to help you progress in your career.

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