Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. In addition they are offering very flexible hybrid working, exam support and excellent benefits.
Attend client meetings as required alongside Financial Planners and Directors
Research and preparation of client advice in conjunction with Financial Planners and Directors
Liaising with product providers to collate pension and investment information, maintenance of client files
Ensuring advice provided is compliant and meets with regulatory requirements
Keeping up to date with financial products and legislation
To be considered you'll be experienced paraplanner, or developing who is working within an adviser's office or provider. Strong back office systems and platforms experience is also vital along with excellent report writing skills.
Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.
Please get in touch as soon as possible to discuss this role and also potentially other opportunities within the area.