Paraplanner

Eden Scott; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner or Senior IFA administrator to join their expanding Edinburgh office. This role offers a unique opportunity to work closely with highly regarded advisers while supporting a diverse portfolio of high-net-worth clients. The firm values professionalism and attention to detail, ensuring that you will play a crucial role in delivering exceptional service. With a commitment to personal development, they will invest in your qualifications and career growth, making this an exciting opportunity for motivated professionals looking to advance in wealth management.

Benefits

Competitive Salary

Benefits Package

Support for Exams

Personal Development Opportunities

Qualifications

• Experience as a Paraplanner or Senior IFA administrator.
• Working towards or completed Diploma Level 4.

Responsibilities

• Support advisers with report writing and investment reviews.
• Engage in client meetings and provide high-quality service.

Skills

Report Writing

Research

Investment Reviews

Financial Reviews

Client Interaction

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 of 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, you should come from a whole of market/IFA environment or provider with experience in 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 into 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.