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Experienced Diploma Qualified Paraplanner, Edinburgh, 45k

On the lookout for an experienced Paraplanner, with that little special something.

Fully Diploma qualified Paraplanners are the hottest ticket around and a leading Wealth Management firm are on the prowl for their latest employee.

You will be accountable for:

  • Managing your own workflow and wealth manager and client expectations
  • Carrying out research and analysis to formulate appropriate recommendations
  • Liaising with investment managers as required to formulate suitable recommendations
  • Obtaining illustrations and other relevant literature to accompany client reports

You must:

  • Committed to a career in financial services with a minimum of two years’ experience
  • Minimum qualification: Diploma in Regulated Financial Planning, or appropriate level 4 qualification
  • Articulate and accurate with excellent attention to detail and client focus
  • Excellent communication skills (both written and verbal)
  • Well organised, methodical and able to prioritise workload

This opportunity is one that cannot be ignored. Offering a competitive salary; you will also be working alongside Industry leaders and joining one of the most respected and progressive firms on the market.

To learn more about this vacancy, call me, Robert Smith on 0131 357 5333 to talk in full confidence. 

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8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700