Paraplanner
? Join a Dynamic Team as an Experienced Paraplanner in Edinburgh! ?
Are you a Level 4 or Level 6 Diploma Qualified Paraplanner who is passionate about financial planning? Do you thrive in an environment that fosters growth and development? If so, our client wants you to be part of their team!
Key Responsibilities:
- Provide high-quality technical, administrative, and research support to our financial advisers
- Prepare comprehensive financial reports and client documentation
- Ensure compliance with regulatory standards and company policies
- Engage in continuous professional development to enhance your skills and knowledge
What We’re Looking For:
- A minimum of a Level 4 Diploma in Financial Planning (Level 6 preferred)
- Proven experience as a Paraplanner in a similar role
- Excellent communication and interpersonal skills
- A commitment to delivering exceptional client service
- A proactive approach to problem-solving and continuous improvement
On offer:
- A highly competitive salary DOE/Qualifications
- Hybrid working
- A supportive team environment that values your input and expertise
- Opportunities for professional development and career progression
- Access to the latest financial planning tools and technologies
- Company pension and other benefits such as group PMI and Life cover
Ready to Take the Next Step? If you’re eager to contribute to our clients’ financial success and grow your career, apply now! Submit your CV or contact Pauline Low at Reed on for more information.
Our client can’t wait to welcome you aboard and achieve great things together!
Reference: 52390028
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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