Senior Paraplanner for High Net Worth Wealth Planning

Nigel James Associates Ltd; Scotland; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Attractive bonuses

Exam support and professional development

Hybrid working

Job summary

A respected wealth management firm seeks a Mid-Senior Paraplanner based in Scotland. The role involves providing technical support, preparing suitability reports, and collaborating with a qualified team for high-net-worth clients. Ideal candidates should have proven experience, strong technical knowledge, and a passion for paraplanning. The company offers a competitive salary (£50,000 - £55,000), hybrid working options, and excellent career support. Join a firm known for its client service and investment expertise.

Qualifications

• Experience working with high net worth clients is essential.
• Ability to produce high-quality suitability reports.
• Knowledge of estate planning, tax, and trusts is critical.

Responsibilities

• Prepare comprehensive suitability reports for high-net-worth clients.
• Conduct research and analysis on financial planning.
• Collaborate with a technical team to ensure compliance.

Skills

Proven paraplanning experience

Strong technical knowledge

Excellent written communication skills

Attention to detail

Genuine passion for paraplanning

Education

Minimum Level 4 Diploma in Regulated Financial Planning

Chartered status or working towards it

Job description

A respected wealth management firm seeks a Mid-Senior Paraplanner based in Scotland. The role involves providing technical support, preparing suitability reports, and collaborating with a qualified team for high-net-worth clients. Ideal candidates should have proven experience, strong technical knowledge, and a passion for paraplanning. The company offers a competitive salary (£50,000 - £55,000), hybrid working options, and excellent career support. Join a firm known for its client service and investment expertise.