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Financial Paraplanner

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Paraplanner/Senior Paraplanner

A leading financial advice firm in Edinburgh is seeking an experienced paraplanner or senior paraplanner to join their team due to continued growth and expansion.

  • Attend client meetings as required alongside Financial Planners and Directors
  • Provide technical support to the Financial Planners and Directors
  • Research and prepare client advice in conjunction with Financial Planners and Directors
  • Liaise with product providers to collate pension and investment information, maintain client files
  • Ensure advice provided is compliant and meets regulatory requirements
  • Stay up-to-date with financial products and legislation

To be considered, you'll be an experienced paraplanner or developing paraplanner working within an adviser's office or provider. Strong back office systems and platforms experience is essential, along with excellent report writing skills.

This role offers a competitive package, hybrid working, further study support, and the opportunity to join a growing team during an exciting time in their history.

As a key member of the team, you will contribute to the success of a leading financial advice firm, working closely with experienced professionals to deliver high-quality advice to clients.