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Permanent

Financial Paraplanner

Edinburgh
money-bag 10000-500000 Annual
3005348684
Posted 6 days ago

Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced

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