We require an experienced Paraplanner to join our team at our office in Elgin.
This opportunity will form a key part of vision for the future and 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 plans, we would love to hear from you.
An attractive remuneration package will be offered to the successful candidates. Please forward your CV to firstname.lastname@example.org for consideration.