Full job descriptionParaplanner - Edinburgh (hybrid)
Salary: Up to £45,000 + benefits + generous pension + discretionary bonus
A national wealth management firm with offices across the UK is seeking an experienced Paraplanner to join its Edinburgh office (hybrid working).
Working closely with Independent Financial Advisers, you will play a key role in delivering holistic financial planning solutions to high-net-worth clients. Responsibilities will include conducting technical research and analysis, carrying out cashflow modelling, preparing suitability reports, and providing technical support to advisers.
This is an excellent opportunity to join a well-established and growing organisation that values professional development and will support you in progressing your qualifications and career.
Requirements:
*Previous paraplanning experience
*Ideally CII Level 4 Diploma qualified, or nearing completion
*Strong technical knowledge of financial planning products and solutions
*A desire to continue studying and develop further professional qualifications
Package:
*Basic salary up to £45,000
*Competitive benefits package
*Pension scheme
*Support for further qualifications and ongoing professional development
This role would suit a motivated paraplanner looking to further their career with a respected national wealth management firm in Edinburgh.