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Financial Planning Assistant
2 months ago
Experienced Paraplanner Wanted for a Dynamic Team
A leading financial services firm in Edinburgh is seeking a skilled Paraplanner to join their team. As a Paraplanning Professional, you will play a crucial role in supporting a team of financial advisors in producing client recommendations and compiling suitability reports.
You will have the opportunity to work with a range of software systems, including Best Practice and Enable, to provide high-quality Paraplanning support. In addition, you will have the chance to develop your skills and progress to a more client-facing role, with full funding available for professional qualifications.
This is an exciting opportunity to join a growing team of professionals who are passionate about delivering exceptional financial planning services to their clients.
What We Offer:
- A dynamic and collaborative team environment
- Central Edinburgh offices with excellent transport links
- Discretionary Income Protection and other benefits
- Flexible working arrangements to suit your needs
Requirements:
- At least 2 years of experience in a Paraplanning role
- Strong technical skills and attention to detail
- Excellent communication and interpersonal skills
Salary: £35-45k
