Join Our Clients Dynamic Team in Edinburgh as a Paraplanner - 4 day Working Week
Are you a Trainee Paraplanner looking to become a Paraplanner or a skilled Paraplanner looking to work towards becoming a Chartered 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!