Paraplanner (Full-time/Part time)

IFA firm in city centre Edinburgh are looking for a Para planner to help service increasing client bank

Your new company
IFA firm in city centre Edinburgh are looking for a Para planner to help service increasing client bank. They are ideally located in the city centre of Edinburgh. For this role, the client is open candidates coming in on a Part-Time basis. The operational hours are 9-530. They are looking to start the successful candidate ASAP.

Your new role
To work alongside and support the Financial Adviser taking full responsibility for research, preparation and implementation of advice and recommendations, including cashflow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory issues and undertake necessary due diligence, whilst being actively involved in the company’s Investment Committee and Portfolio construction. 

What you'll need to succeed
To be considered for this role you must have experience in researching various financial products as well as writing suitability letters for an IFA. A level 4 diploma in Financial Planning is preferred for this position. Candidates who have proven experience of sitting in on client meetings with Advisors will be at an advantage. 

What you'll get in return
Our client is offering a competitive salary - reflective of your experiences - DIS, Pension and Discretionary Performance Related Bonus. They are willing to consider candidates who may be looking to go Part Time. If you are applying for a Part Time basis please state your availability on your covering letter. 

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Financial Services
Apply Now

Talk to a consultant

Talk to Cliodhna McDonnell, the specialist consultant managing this position, located in Edinburgh

7 Castle Street, Edinburgh, EH2 3AH

Telephone: 013106038377
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