Paraplanner, Senior IFA Administrator

I.T. & Communications
Scotland
September 16, 2025
Permanent
Urgent

Job Description

Overview

My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office.

Responsibilities

  • Accountable for all technical aspects of providing support to adviser(s).
  • A large amount of time will be spent writing reports, creating ‘reasons why’ letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings.
  • Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.

Qualifications and experience

  • Experienced Paraplanner with experience working within an IFA environment.
  • You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams.
  • You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company’s growth.

Benefits and support

You will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take.

How to apply

Please upload your CV to apply ASAP or call Alison Curran to discuss confidentially in more detail before proceeding this, and also potentially other similar opportunities in the area.

Location

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