Financial Services Administrator
4 weeks ago
Our client, a well-established wealth management firm, is seeking an experienced Paraplanner to join their expanding Edinburgh office. As a key member of the support team, you will provide high-quality support to their highly regarded advisers, working on report writing, research, investment, and financial reviews.
Key Responsibilities:
- Assist in the preparation of reports and research for clients
- Support the team in investment and financial reviews
- Work closely with advisers to provide exceptional client service
- Contribute to the development of the team and the firm
Requirements:
- Experience as a Paraplanner or Senior IFA Administrator
- Relevant qualifications, such as a Diploma level 4
- Strong research and analytical skills
- Excellent communication and interpersonal skills
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A supportive and close-knit team environment
- The chance to work with a reputable and professional wealth management firm
About the Firm:
Our client is a highly regarded wealth management firm with a strong reputation for providing exceptional client service. They are committed to investing in their employees and providing opportunities for growth and development.
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