Menu

Paraplanner

Paraplanner, Permanent Vacancy, Edinburgh City Centre, Excellent Salary and Benefits


Your new company
One of the UK's leading Chartered Accountants & Business Advisory firms are looking to recruit an experienced Paraplanner to join their central Edinburgh office due to the continued success of the department.

Your new role
As an experienced Paraplanner you will be required to provide support to a small team of IFAs, carrying our research, analysis and due diligence of client holding and compiling technical financial reports and presentations. You will prepare cash flow analysis and client progress meeting/review documentation whilst continually liaising with the client support team to ensure recommendations are correctly implemented. The ideal candidate will also be responsible for managing two other Paraplanners within the team. You will be required to travel to the Aberdeen office on occasion.

What you'll need to succeed
Diploma in Regulated Financial Planning (DipPFS) is essential. APFS is desirable. You will have proven experience in a fast-paced Paraplanning role and be comfortable working independently and feel confident to take ownership of a large caseload straight away due to the expansion of the Edinburgh office. =

What you'll get in return
A competitive salary and benefits package with the exciting opportunity to work for a market-leading, fast expanding firm in Edinburgh city centre.

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.


Summary

Job type:
Permanent
Industry
Banking & Financial Services
Location
Edinburgh
Specialism
Financial Services
Pay
Salary Negotiable DOE - Competitive
Ref:
3477489
Apply Now

Talk to a consultant

Talk to Amber Roberts, the specialist consultant managing this position, located in Edinburgh

7 Castle Street, Edinburgh, EH2 3AH

Telephone: 0131 6038381

Share Job