Investment2020 is seeking a Paraplanner for their Edinburgh office. This role involves assisting financial planners with daily duties, conducting technical research, and writing suitability reports. Key responsibilities include managing client files, preparing recommendation reports, and attending meetings when required. Candidates should possess strong Excel skills and a client-focused attitude, with knowledge of practice management systems being beneficial. A proactive mindset and attention to detail are essential for success in this position.
#J-18808-Ljbffr