Financial Advisor Assistant

1 week ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Rare Opportunity for a Skilled Paraplanner

A leading financial advice firm in the UK seeks an experienced paraplanner to support their continued growth and success. The company has a strong reputation and supports career development, whether as a paraplanner or transitioning to financial advice.

Key Responsibilities include:

  • Preparation of Suitability Reports for clients
  • Liaising with product providers for pension and investment information
  • Providing technical support with paraplanning and research assistance
  • Carrying out market research for advisers
  • Assisting in due diligence reviews of investment funds and platforms
About the Role

This is an excellent opportunity for a skilled paraplanner to utilize their expertise and skills in a dynamic and supportive environment. The successful candidate will have the opportunity to work with a team of experienced professionals and contribute to the company's continued success.

Requirements

To be successful in this role, you will need to have:

  • Significant experience as a Paraplanner, with excellent report writing skills
  • Pensions and Investments background, with knowledge of research tools such as FE Analytics and Intelligent Office
What We Offer

We offer a competitive package, including a salary range of £45,000 - £60,000 per annum, a hybrid working arrangement, and further study support.



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