At a Glance
- Tasks: Support advisers by conducting research and preparing high-quality reports on financial planning.
- Company: Collaborative financial planning practice based in Edinburgh.
- Benefits: Funded diploma, professional development, and clear career progression.
- Other info: Exciting opportunity for growth in a dynamic financial environment.
- Why this job: Join a supportive team and grow your career in financial planning.
- Qualifications: Experience as a Paraplanner and strong analytical skills.
The predicted salary is between 29700 - 36300 £ per year.
CAP Resourcing LTD is seeking an experienced Paraplanner for a collaborative financial planning practice in Edinburgh. You will support advisers by conducting technical research, analysing client needs and preparing high-quality suitability reports across investments, pensions, tax and estate planning.
Working closely with advisers and administrators, you’ll contribute to the advice process, enjoy funded professional development and clear progression as qualifications are achieved.
Paraplanner - Funded Diploma & Chartered Path to Growth employer: CAP Resourcing LTD
Join a highly respected Independent Financial Advisory practice in Bristol, where you'll benefit from excellent mentoring and genuine career progression as you work towards becoming a Financial Planner. Our supportive work culture fosters growth and development, offering a competitive salary with bonuses, making it an ideal environment for ambitious individuals eager to deliver exceptional client service.
