Senior Paraplanner Manager

4 weeks ago


Edinburgh, United Kingdom Eden Scott Full time
Exciting Opportunity for a Senior Paraplanner/Manager

Our client, a highly respected wealth management firm, is seeking an experienced Senior Paraplanner/Manager to join their team. This is a rare and exciting opportunity for someone to make a significant impact, utilize their expertise, and add value during a period of growth and evolution.

The role will involve:

  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Providing technical support to the team with paraplanning and research
  • Carrying out market research on behalf of the adviser
  • Assisting in due diligence reviews of investment funds and platforms
  • Providing support to the Financial Adviser/MD

As a Senior Paraplanner/Manager, you will have the opportunity to work closely with the team, provide guidance and support, and contribute to the growth and development of the firm. If you are looking for a challenging and rewarding role, this could be the perfect opportunity for you.

To be considered for this role, you will need to have:

  • Experience working in an IFA or investment manager environment
  • Chartered exams or significant progress towards completion
  • Strong knowledge of pensions and investments
  • Excellent report writing skills
  • Defined benefit experience a plus

Our client offers a competitive package, further study support, and the opportunity to join a growing firm. If you are interested in this role, please get in touch to discuss further.



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