Paraplanner

October 11, 2024
£33000 - £33000
Urgent

Job Description

AMG Search has an excellent opportunity for a Paraplanner to join a high profile and respected firm of Chartered Financial Planners.

  • As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
  • Preparation of all necessary documentation & information for recommendations to be delivered to clients
  • Assist with research and surveys
  • Delivery of high quality reports in a timely manner to high net worth clients.
  • The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets
  • Excellent office facilities and prime location.

To be considered for this excellent Paraplanner opportunity, you will need the following skills and experience:

  • Minimum Level 4 Diploma/Dip PFS
  • Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career
  • Understanding of regulations and compliance and of the financial planning process
  • Technical skills across pensions, investments, taxation, trusts
  • Experience in technical research, report writing and recommendations
  • Organisation and prioritising work/meeting deadlines

Join our client as a Paraplanner and you will be part of a highly successful and respected financial planning firm.

  • Established in 1988, our client was one of the first 100 Chartered firms in the UK
  • It is now one of Scotland and the UK s leading financial services businesses and
  • Currently advise on over £420million of clients assets.
  • Beautiful offices in Edinburgh city centre

An outstanding opportunity with an outstanding firm!

Location