Senior Paraplanner, Paraplanner Manager, Dundee
Location:
Dundee, United Kingdom
Job Category:
Other
EU Work Permit Required:
Yes
Job Reference:
2555570157b5
Job Description:
Due to further expansion, our client, a leading financial planning and investment management company offering services throughout the country, requires a paraplanner or a senior paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role will be hybrid from their offices, with flexible working arrangements and a focus on team culture, fully supporting career development pathways towards your goals.
The position will provide essential support to financial advisers through technical research and report writing, along with attending meetings as required. Their advisers offer holistic independent financial advice to clients, including cashflow modelling, pensions, investment, and estate/tax planning services, with support from investment managers for clients' other requirements.
The structure of their team means that the successful hire will have hands-on exposure to clients, be a vital part of the advice process, and have their input recognized. Continued client contact makes communication and interpersonal skills key, along with fitting into their warm and dynamic office culture. For a more senior/experienced appointment, there would be opportunities to train, mentor, coach, and support colleagues, contributing to the company's direction as part of the management team.
While they can be flexible on exams (and support studies), particularly for a developmental hire, there is a preference for diploma-qualified candidates or those close to obtaining it. A senior must have level 4. A minimum of 2 years of experience in financial planning/wealth management is needed—either from a provider, IFA, or investment manager—providing support to financial advisers. They could also consider an individual in a senior IFA administrative role with exam progress to develop; drive, enthusiasm, and eagerness to grow would be key if hiring at that level. Strong software and IT skills, back office experience, and a keen eye for detail are essential, along with the ability to carry out work in line with FCA legislation/regulations.
This is an outstanding opportunity to join their team with a flexible and attractive package on offer. Please get in touch to discuss in more detail as soon as possible prior to submission—all applications treated in the strictest confidence.
#J-18808-Ljbffr