Paraplanner

Eden Scott; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Support for exams and personal development

Job summary

A leading wealth management firm in Edinburgh is seeking an experienced Paraplanner or Senior IFA administrator to support their team. The role involves report writing, research, and participation in client meetings for high-net-worth clients. Candidates should possess or be working towards a Diploma Level 4 and ideally have experience in an IFA environment. In return, the company offers a competitive salary, a robust benefits package, and opportunities for personal development and career growth.

Qualifications

• Experienced as a Paraplanner or Senior IFA administrator.
• Completed or working towards Diploma Level 4.
• Experience in a whole of market/IFA environment.

Responsibilities

• Support advisers with report writing and research.
• Participate in investment and financial reviews.
• Engage in client meetings and contact.

Skills

Report writing

Research

Investment reviews

Client communication

Education

Diploma Level 4

Job description

My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner.

Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers you will provide them with support and also gain exposure to client meetings / contact. The bulk of their clients are HNW so the level of detail, professionalism and service is critical and you will be a key member to the support team. The company is able to mould the right individual internally depending on their aspirations.

To be a successful applicant you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally from a whole of market / IFA environment or provider with experience doing report writing and research. Fundamentally they are a close knit team where company fit is imperative so should you be a suitably skilled professional they can integrate you to the team accordingly.

In return they will invest in you, put you through your exams and support personal development. Along with this you will gain a competitive salary, benefits package and the chance to grow within the team gaining invaluable industry experience.

Interviews are currently taking place so to be considered please apply ASAP or call Alison Curran to discuss confidentially both this role and also other similar positions in the area.