Paraplanner (Bespoke Advisory / Study Support)
£30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits
Dunblane
Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles?
This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team.
In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond.
This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways.
The Role:
Support advisors with financial advisory projects
Write reports, carry out research and cashflow modelling
Liaise with colleagues and clients
Use bespoke systems
Monday-Friday 9am-5pmThe Person:
Paraplanner
Looking to for an office based role
Commutable to DunblaneParaplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane
Reference number: BBBH22424
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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