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Senior Paraplanner, Paraplanner Manager, Dundee
Client:
Location:
Dundee, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
2555570157b5
Job Views:
16
Posted:
28.04.2025
Expiry Date:
12.06.2025
Job Description:
Our client, a leading financial planning and investment management company offering services nationwide, is expanding and seeks a paraplanner or senior/paraplanner team leader to join their Edinburgh or Dundee office. The role offers hybrid working, flexibility, a team-oriented culture, and career development opportunities.
The position involves supporting financial advisers through technical research, report writing, and attending meetings. The advisers provide holistic independent financial advice, including cashflow modelling, pensions, investments, and estate/tax planning, with support from investment managers for other client needs.
The team structure ensures the successful candidate will engage directly with clients, contribute to the advice process, and have their input recognized. Maintaining client contact requires strong communication and interpersonal skills, fitting into a warm, dynamic office culture. For senior or experienced candidates, there are opportunities to train, mentor, coach, and influence company strategy as part of the management team.
While flexibility on exams is possible with support for studies, a diploma qualification or near completion is preferred, with a senior role requiring Level 4 qualification. A minimum of 2 years' experience in financial planning or wealth management supporting financial advisers is required. Candidates from senior IFA administrative roles with exam progress and a drive to develop are also considered. Strong IT skills, software proficiency, back-office experience, attention to detail, and adherence to FCA regulations are essential.
This is a rare and attractive opportunity with a flexible package. Interested candidates are encouraged to contact us promptly for confidential discussions.
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