Paraplanner

Paraplanner - Top National Financial Planners - Edinburgh (Hybrid, 2 days per week in office minimum)

up to £55,000 + Bonus + Benefits

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside one of their most senior Partners and their UHNW client book.

As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer hybrid working from home on this position, with a requirement to be in the office a minimum of 2 days per week.

The role:

• Our client is a highly reputable Wealth Manager with offices across the UK.
• Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
• You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Requirements:

• Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
• You must have previous Paraplanning experience and should be a competent report writer
• Candidates should have strong technical knowledge including experience with IHT, Cashflow, VCT's, EIS, Bonds etc

On offer

• Competitive salary depending on experience, to around £55,000 (potentially negotiable for the right candidate)
• The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
• If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
• This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
• You will be joining a well-known and highly respected organisation with excellent career development opportunities.