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Financial Planning Assistant

2 months ago

Queen Street, United Kingdom AMG Search Full time
Paraplanner Opportunity

AMG Search is seeking a skilled Paraplanner to join a prestigious firm of Chartered Financial Planners in Edinburgh city centre.

Key Responsibilities:
  • Provide full para-planning support to the Wealth Advisers
  • Prepare all necessary documentation and information for recommendations to clients
  • Assist with research and surveys
  • Deliver high-quality reports in a timely manner to high net worth clients
Requirements:
  • Minimum Level 4 Diploma/Dip PFS
  • Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career
  • Understanding of regulations and compliance and of the financial planning process
  • Technical skills across pensions, investments, taxation, trusts
  • Experience in technical research, report writing, and recommendations

Our client is a highly successful and respected financial planning firm, established in 1988 and currently advising on over £420 million of clients' assets. This is an outstanding opportunity to join a leading financial services business and contribute to the achievement of their business objectives and growth targets.