Corporate Support Professional
3 weeks ago
About the Opportunity:
">- We are seeking a Paraplanner to join our Edinburgh-based team at Integro Partners, an established Chartered Independent Financial Advisory practice.
- This is an excellent opportunity to develop your skills and expertise in financial planning and management, working with a dynamic team of financial professionals.
Responsibilities:
">- Assist in the preparation of financial plans and strategies, conducting research and analysis to support client recommendations.
- Prepare and present financial reports and recommendations to clients and stakeholders.
- Work closely with the business quality control team to ensure compliance with regulatory requirements.
- Develop and maintain accurate records and files related to client interactions and financial transactions.
Requirements:
">- Degree-level qualifications in finance or a related field.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Salary and Benefits:
">- An annual salary of £35,000 (DOE) based on location and experience.
- Competitive benefits package, including hybrid working arrangements and ongoing training and development opportunities.
-
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