Paraplanner, wealth management

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

Job summary

A reputable organization based in Edinburgh is seeking an experienced Paraplanner. This role offers the opportunity to support advisers through various technical duties while being part of a close-knit team focused on client satisfaction and professional growth. Individuals are encouraged to pursue further qualifications with company support.

Benefits

Excellent salary

Bonus opportunities

Support for further exams

Qualifications

• Experienced Paraplanner or senior administrator in IFA environment.
• Dynamic, hard-working individual focused on client expectations.
• Progress towards qualifications desirable.

Responsibilities

• Accountable for technical support to advisers.
• Writing reports and 'reasons why' letters.
• Carrying out market research prior to adviser meetings.

Skills

Attention to detail

Client support

Market research

IT skills

Education

Progress towards diploma qualification

Tools

Iris/First software

Standard Life

Wrap platforms

Job description

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office.
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.

In the paraplanner job 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. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.

To be considered you must be an experienced Paraplanner / senior administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. 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. Ideally you will also have experience of Standard Life and Wrap platforms and knowledge of Iris/First software with first class IT skills with a keen eye for detail.

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 and to discuss in more detail.

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