Paraplanner - Investment management, HNW

Eden Scott; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Un poste unique de Paraplanner est disponible au cœur du district financier d'Édimbourg. Le candidat idéal soutiendra l'équipe, travaillera avec des clients HNW/UHNW, et aura un parcours clair vers des opportunités de croissance. Une entreprise réputée offre un salaire exceptionnel et un package de avantages attractif.

Benefits

Package salarial exceptionnel

Opportunités internes illimitées

Qualifications

• Minimum de diplôme requis, avec expérience dans la gestion de patrimoine.
• Confiance démontrée lors d'interaction avec des clients HNW.
• Capacité à rédiger des rapports complexes et à effectuer des analyses approfondies.

Responsibilities

• Impliquer dans le processus de planification financière avec des clients HNW/UHNW.
• Participer à des réunions et rédiger des rapports complexes.
• Agir en tant que point de contact lors de l'absence du conseiller.

Skills

Analyse financière

Gestion de la pression

Communication avec les clients

Education

Diplôme minimum

Progression vers le statut chartered

Job description

A truly unique Paraplanning position has arisen in the heart of Edinburgh's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth.

In the role you will be heavily involved in the full financial planning process with HNW/UHNW clients. Attending meetings, writing very complex reports and undertaking extensive analysis following reviews and acting as next in line when the adviser is not present. With average assets in the HNW space, the successful recruit will demonstrate confidence and be able to act well under pressure to exceed client expectations. There is a clear route to progress in this forward thinking business and the ideal next step for a true Paraplanner to take their career to the next level and beyond.

To be successful applicants will have minimum diploma status if not working towards chartered. Experience within the wealth management arena undertaking a similar position is required - whether it be IFA or another investment manager. Experience with HNW preferred, along with client contact exposure ideally by attending meetings or the aptitude to take to this quickly.

An exceptional salary and benefits package is available along with the chance to join this business with an enviable reputation in the market and limitless opportunities internally if desired.

Please get in touch to discuss confidentially as soon as possible either by sending your cv or calling Alison to discuss, opportunities like this do not come around often. This is just one of several outstanding roles in the area but is unlikely to remain available for long.