Paraplanner - Edinburgh

JohnstonGreer Ltd; City of Edinburgh; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A leading financial advisory practice is seeking a Paraplanner to join their wealth management team in Edinburgh. The role encompasses a range of responsibilities including research, report writing, and client interactions, catering to high-net-worth private clients. This position offers a competitive salary, supportive environment for qualification progress, and the flexibility of hybrid working.

Qualifications

• Experienced in Wealth Management or IFA environments.
• Knowledge of financial planning for HNW Private Clients.

Responsibilities

• Conduct research and write detailed reports.
• Manage client reviews and valuations.
• Assist in the advice process and attend client meetings.

Skills

Research

Report Writing

Client Communication

Analytical Skills

Education

Progress towards Level 4 industry exams

Job description

Paraplanner

£40,000 to £48,000 plus benefits

Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax, and Retirement Planning. The business operates a hybrid working model where you can work at home 2/3 days if preferred, or attend the office full time.

Paraplanning duties will include:

1. research
2. report writing
3. valuations
4. client reviews
5. platform work
6. client communications
7. attendance at client meetings
8. input to the advice process

You will be an experienced Paraplanner within a Wealth Management or IFA environment and will have made progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits, providing full support through the industry qualifications.

If you are interested in this position, click the apply button below or email your details to [e-mail].

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency providing permanent job seeking services.