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Paraplanner

Edinburgh

£ 35,000 - 50,000 per annum, Inc benefits

?  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 technol...

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Paraplanner jobs in Edinburgh

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