Do you want to work with an elite financial planning business who prides itself in client relations and long-term retained business?
The Corporate Wealth Management Services arm of this firm enjoy an outstanding reputation, Nationally, and are widely recognised for high levels of quality service and calibre of work.
This new opening will give the successful candidate the opportunity to work across the full spectrum of regulatory advice from conduct and compliance through to enforcement and remediation.
As a Paraplanner, your responsibilities will include monitoring advisors and enhancing the quality of service provided by my client. Being responsible for advisor’s performances and finding new ways to for your team to progress and generate new business. Being the first point of contact between Partners and advisors of various levels and ensuring that client relations with advisors are exemplary.
As one of the most progressive firms on the market, you’ll be a part of its growing success with exceptional salary structure and a generous holiday allowance.
- Strong understanding of current FCA regulations
- Able to communicate at all levels
- Good analytical and decision-making skills
- Ability to work under pressure and meet deadlines
This a great opportunity to join a successful team with a firm who is known as an employer of choice. To discuss the full details in confidence, please do not hesitate to contact me, Robert Smith at HRC Recruitment, Edinburgh on 0131 357 5333.