Financial Services Administrator

4 weeks ago


Edinburgh, United Kingdom Eden Scott Full time
Paraplanning Opportunity at a Reputable Wealth Management Firm

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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