Paraplanner

Our client, a leading financial planning and investment advice firm are seeking an experienced Paraplanner on a permanent basis.

The Paraplanner can be based out of any of the following offices: Edinburgh, Glasgow, Aberdeen and Perth with flexible hybrid working.

Role Responsibilities:

• Produce reports for annual reviews
• Produce reports for new business recommendations
• Produce addendum or acknowledgement top up letters based on existing advice
• Produce and assist with illustrations where necessary
• Used to working closely with advisers and administrative support
• Attending adviser client meetings to hear discussion first hand and take notes where necessary

Key Skills & Experience:

• At least three year’s paraplanning experience
• Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
• Excellent verbal and written communication skills
• Keen eye for detail
• Knowledge of cashflow systems would be beneficial but not essential
• Ability to able think outside the box, offering creative solutions for clients

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.