My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner.
Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers, you will provide them with support and also gain exposure to client meetings/contact. The bulk of their clients are HNW, so the level of detail, professionalism and service is critical, and you will be a key member of the support team. The company is able to mould the right individual internally depending on their aspirations.
To be a successful applicant, you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally, you should come from a whole of market/IFA environment or provider with experience in report writing and research. Fundamentally, they are a close-knit team where company fit is imperative, so should you be a suitably skilled professional, they can integrate you into the team accordingly.
In return, they will invest in you, put you through your exams, and support personal development. Along with this, you will gain a competitive salary, benefits package, and the chance to grow within the team, gaining invaluable industry experience.
Interviews are currently taking place, so to be considered, please apply ASAP or call Alison Curran to discuss confidentially both this role and also other similar positions in the area.
#J-18808-Ljbffr