Paraplanner
Edinburgh
�? Join a Dynamic Team as an Experienced Paraplanner in Edinburgh! �?
Are you a Level 4 or Level 6 Diploma Qualified Paraplanner who is passionate about financial planning? Do you thrive in an environment that fosters growth and development? If so, our client wants you to be part of their team!
Key Responsibilities:
Provide high-quality technical, administrative, and research support to our financial advisers
Prepare comprehensive financial reports and client documentation
Ensure compliance with regulatory standards and company policies
Engage in continuous professional development to enhance your skills and knowledge
What We’re Looking For:
A minimum of a Level 4 Diploma in Financial Planning (Level 6 preferred)
Proven experience as a Paraplanner in a similar role
Excellent communication and interpersonal skills
A commitment to delivering exceptional client service
A proactive approach to problem-solving and continuous improvement
On offer:
A highly competitive salary DOE/Qualifications
Hybrid working
A supportive team environment that values your input and expertise
Opportunities for professional development and career progression
Access to the latest financial planning tools and technologies
Company pension and other benefits such as group PMI and Life cover
Ready to Take the Next Step? If you’re eager to contribute to our clients’ financial success and grow your career, apply now! Submit your CV or contact Pauline Low at Reed on for more information.
Our client can’t wait to welcome you aboard and achieve great things together!