Investment Planning Assistant

1 day ago


Perth, Perth and Kinross, United Kingdom JohnstonGreer Full time

About the Role

This Paraplanner position offers an exciting opportunity to work with a prominent Wealth Management firm, providing IFA advice to uHNW and HNW clients. You will be responsible for:

  • Supporting the delivery of high-quality advice
  • Compiling advice documents and reports
  • Conducting research and analysis
  • Communicating with clients and stakeholders
  • Maintaining compliance with regulatory requirements

Key Requirements

To succeed in this role, you must possess:

  • A strong background in financial services
  • Minimum Level 4 industry exams
  • Excellent organizational and communication skills

Benefits and Opportunities

We offer a competitive salary, benefits, and opportunities for growth and development in a dynamic and supportive environment.

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