We require two experienced Paraplanners to join our team. One to be based at our office in Edinburgh and one to be based at our office in Aberdeen. Both positions will be a key part of our development and vision for the future.
This opportunity will involve supporting Financial Planners through the financial planning process of evaluating a client’s financial position, developing a financial plan and monitoring on an annual basis. The role requires an understanding of legislation, attention to detail, good report writing skills and experience of financial modelling. The ability to manage multiple cases at any one time is required.
Ideally, you will have experience in a Financial Planning or Wealth Management environment and either have or be working towards Level 4 qualifications. You will be accustomed to supporting planners in providing clients with a professional service. You will have proven analytical and organisational skills and be comfortable with complex financial modelling.
If you believe you have what we are looking for and want to be part of our 2020 plans, we would love to hear from you.
An attractive remuneration package will be offered to the successful candidates. Please forward your CV to email@example.com for consideration stating which opportunity (Edinburgh or Aberdeen) you are interested in.