Experienced Paraplanner

Posted 22 January by Exchange Street Financial Services

Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Paraplanner in Scotland to support their fee earners.

Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.

This is a fantastic opportunity for an experienced individual looking to join a forward thinking practice offering extensive training and support through further qualifications. One of the key selling points of the firm is its commitment to professional development and the ability it has to enable its staff to progress into advisory roles in the future or into a more senior paraplanning role.

It is a pre-requisite that any applicant holds the Diploma in Financial Planning and has a minimum of 3 years’ experience in this field.

Required skills

  • Financial Planning

Reference: 33333784

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