Paraplanner and Technical Specialist

2 weeks ago


Falkirk, Falkirk, United Kingdom Austin Fraser Full time
Job Description and Requirements

We are looking for a highly skilled Paraplanner with a strong understanding of financial planning processes, products, and platforms. The ideal candidate will have experience working with Intelligent Office, Curo or other back-office systems and hold a CII Diploma in Financial Planning or equivalent qualification. Knowledge of CashCalc, FE Analytics, and Dynamic Planner is preferred, as well as proficiency in technical calculations and ability to train and provide quality assurance to team members. If you possess these skills and qualifications, we invite you to apply for this exciting opportunity to grow your career with us.

We value long-term client relationships and professional excellence, offering a supportive and friendly working environment where you can develop your skills and expertise. Apply now and take the first step towards a fulfilling career in financial services.



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