Job description
An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh.
The Role:
We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will:
1. Conduct research and obtain illustrations
2. Use analytical software for financial planning
3. Prepare client suitability letters and financial reports
4. Ensure recommendations are implemented accurately
5. Check trades on investment platforms
6. Oversee annual reviews and maintain client liaison
Requirements:
7. Level 4 Diploma qualified, or close to completion
8. Proven experience in a paraplanning or IFA administration role
9. Strong attention to detail and organisational skills
What's on Offer:
10. Competitive salary of £35,
11. Opportunity to work in a well-run, client-focused business
This is an excellent opportunity to progress your career in paraplanning with a reputable firm