Financial Planning Assistant
1 week ago
AMG Search is seeking a skilled Paraplanner to join their high-profile and respected firm of Chartered Financial Planners. As a key member of the financial planning team, you will provide comprehensive support to Wealth Advisers, ensuring the delivery of high-quality recommendations to clients.
**Key Responsibilities:**
* Prepare and deliver all necessary documentation and information for client recommendations
* Assist with research and surveys to inform financial planning decisions
* Develop and deliver high-quality reports to clients in a timely manner
**Requirements:**
* Minimum Level 4 Diploma/Dip PFS
* Current experience in an administrative or paraplanning role in financial services
* Strong understanding of regulations and compliance, as well as the financial planning process
* Technical skills across pensions, investments, taxation, and trusts
* Experience in technical research, report writing, and recommendations
* Excellent organisational and prioritisation skills, with the ability to meet deadlines
**About the Company:**
AMG Search is a highly successful and respected financial planning firm, established in 1988. With a strong reputation for excellence, they currently advise on over £420 million of clients' assets. Their beautiful offices are located in Edinburgh city centre, offering a dynamic and supportive work environment.
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