Paraplanner
other jobs Cap Resourcing Ltd
Added before 7 Days
- Scotland,Midlothian
- Full Time, Permanent
- £38,000 - £42,000 per annum
Job Description:
Full job description Paraplanner Opportunity
Edinburgh or Stirling
up to £42,000 + outstanding benefits
Hybrid & remote working options
Fully funded Diploma & Chartered support
A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.
Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.
What we’re looking for:
*Previous experience in a Paraplanning role
*Strong analytical and report writing skills
*Knowledge of pensions, investments, tax & estate planning
*Experience using tools such as Voyant and Analytics
*Part-qualified or fully qualified candidates welcome
In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.
If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you
Edinburgh or Stirling
up to £42,000 + outstanding benefits
Hybrid & remote working options
Fully funded Diploma & Chartered support
A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.
Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.
What we’re looking for:
*Previous experience in a Paraplanning role
*Strong analytical and report writing skills
*Knowledge of pensions, investments, tax & estate planning
*Experience using tools such as Voyant and Analytics
*Part-qualified or fully qualified candidates welcome
In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.
If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you
Job number 3988128
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Cap Resourcing Ltd
Company size: 1–4 employees
Industry: Other
At CAP Resourcing, we specialise in connecting top talent with the best opportunities. For clients, we find the perfect fit to help your business thri...