Paraplanner Opportunity - Join Our Clients Dynamic Team in Edinburgh!
Are you a Trainee Paraplanner looking to become a Paraplanner or a skilled Paraplanner looking to work towards becoming a Financial Adviser. Do you have a passion for providing first-rate technical support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team.
Key Responsibilities:
* Craft clear and concise suitability reports and letters to support advisers
* Prepare product summaries and research technical information for inclusion in suitability reports
* Analyse client portfolios and records, ensuring they’re well-prepared for meetings
* Attend client meetings, take minutes, and summarise action points
* Source illustrations and literature from product providers
* Address client queries (non-advisory) promptly and professionally
You will be experienced in the following:
* Good background as a Trainee Paraplanner or Paraplanner with strong technical skill set
* Level 4 or Level 6 Diploma in Financial Planning, or actively working towards these qualifications
* Analytical mindset and high attention to detail
* Team Player with a can-do attitude
On Offer:
* Highly competitive salary DOE
* 4 day working week
* Collaborative and supportive team environment
* Study support and career opportunities
* Comprehensive benefits package
If you are looking for a rewarding career in the financial services and you’re ready to make an impact, submit your CV or contact Pauline Low at Reed on
I look forward to hearing from you!