Paraplanning Expert

2 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Rare Opportunity for a Paraplanning Professional

A leading chartered financial advice firm in Scotland seeks an experienced paraplanner or senior paraplanner to support its continued growth and success. The company has a strong reputation and supports career development, whether as a paraplanner or transitioning to financial advice.

Key Responsibilities:
  • Preparing Suitability Reports with precision
  • Liaising with product providers for pension and investment information
  • Providing technical support and research assistance
  • Conducting market research for advisers
  • Assisting in due diligence reviews of investment funds and platforms
Requirements:
  • Experienced Paraplanner or significant progress towards completing exams
  • Pensions and Investments background with exceptional report writing skills
  • Research tools experience, ideally FE Analytics and Intelligent Office knowledge
Benefits and What We Offer:
  • Excellent opportunity for career development and expertise utilization
  • An attractive compensation package
  • A hybrid working arrangement
  • Further study support

Estimated Salary: £45,000 - £60,000 per annum


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