Paraplanner, Senior IFA Support Specialist
1 month ago
We are seeking an experienced Paraplanner to join our busy Perth office, supporting our team of IFAs in delivering exceptional client service.
As a key member of our team, you will be responsible for providing technical support to our advisers, including writing reports, creating 'reasons why' letters, and conducting market research on behalf of our clients.
Your primary duties will focus on leveraging your strengths and areas of interest to drive your career and aspirations.
Requirements- Proven experience working as a Paraplanner within an IFA environment
- Ability to work towards or hold relevant qualifications, such as a diploma
- Dynamic, hardworking, and committed individual with a focus on exceeding client expectations
We provide an excellent salary, benefits, and bonus package, as well as opportunities for professional growth and development.
You will be part of a close-knit, supportive team and have access to further training and development opportunities.
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Paraplanner, Senior IFA Administrator
4 weeks ago
Perth, United Kingdom Eden Scott Full timeAbout the RoleOur client, a highly reputable organisation with offices throughout Scotland, is seeking an experienced Paraplanner to join their busy Perth office. This is a rare opportunity to work with a successful business that has undergone significant expansion and requires additional support for their IFAs.Key ResponsibilitiesProviding technical support...
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Paraplanner, Senior IFA Support Specialist
7 days ago
Perth, United Kingdom Eden Scott Full time{"Key Responsibilities": "The role involves providing technical support to IFAs in a busy Perth office.Key responsibilities include writing reports, creating letters, following up on client queries, and conducting market research on behalf of advisers.", "Requirements": "To be considered, applicants must have experience working within an IFA environment and...
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