Senior Investment Paraplanner

3 weeks ago


Edinburgh, United Kingdom Eden Scott Full time

We are seeking a highly skilled paraplanner to provide investment analysis and risk profiling for high net worth individuals in Edinburgh city centre.

Key Responsibilities:

  • Conduct thorough investment analysis and risk profiling for clients
  • Research and compile reports on financial services products, including investments, pensions, and life products
  • Collaborate with the Managing Director to identify areas of improvement and implement changes
  • Establish strong relationships with clients and providers through effective communication and liaison

Requirements:

  • Diploma qualification and progress towards Chartered status
  • Previous experience in wealth management
  • Excellent communication and analytical skills
  • Ability to work in a fast-paced environment and meet deadlines

Benefits:

  • Competitive salary package and opportunities for career progression
  • Relaxed, professional, and niche working environment
  • Chance to develop and maintain relationships with clients and providers

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