Social network you want to login/join with:
Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
496b5466f040
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
My client is a growing IFA practice, with an enviable reputation within the wealth industry. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Edinburgh office.
The business has performed well and, following a period of expansion, requires additional Paraplanner support or a senior IFA administrator seeking their next step, to support mainly chartered IFAs.
In this role, you will be responsible for all technical aspects of supporting your adviser(s). A significant part of your work will involve writing reports, creating 'reasons why' letters, following up on client queries, and conducting market research on behalf of advisers before meetings. You will build strong relationships with the client base, given the high-net-worth and low-volume nature of the business, with opportunities to take further ownership of clients as you progress within the company.
#J-18808-Ljbffr