Paraplanner - diploma qualified / near

Eden Scott; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services company seeks an experienced Paraplanner for their Edinburgh office. The role involves providing technical support to advisers, managing client relationships, and handling client queries. Ideal candidates should have prior experience in an IFA environment and progress towards professional qualifications. In return, the firm offers a competitive salary, benefits, and a supportive team environment.

Benefits

Comprehensive benefits package

Support for further exams

Bonus potential

Qualifications

• Experience as a Paraplanner within an IFA or provider environment.
• Progress towards industry relevant exams is necessary.
• Dynamic, hard working, focused on exceeding client expectations.

Responsibilities

• Accountable for technical support to advisers, including writing reports.
• Creating 'reasons why' letters and following up on client queries.
• Conducting market research for advisers prior to meetings.

Skills

Report Writing

Client Relationship Management

Market Research

Education

Diploma qualified or close

Job description

My client is a growing IFA practice, with an enviable reputation within the wealth industry. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Edinburgh office.

The business has highly performed and following a period of expansion require additional Paraplanner support or a senior IFA administrator looking for their next step, to support their mainly chartered IFAs.

In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings and being involved where relevant. You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take further ownership of clients as you grow within the business should you wish.

To be considered you must be an experienced Paraplanner with experience working within an IFA or provider environment. You do not require to be chartered, but progress towards industry relevant exams is necessary ideally at least diploma qualified or close. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.

In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP to discuss in more detail this position and other opportunities within the industry.