Wealth Management Paraplanner (Hybrid) – Level 4 Ready

Wealth Management Paraplanner (Hybrid) – Level 4 Ready

Full-Time 35000 - 45000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Conduct research, write reports, and interact with high-net-worth clients.
  • Company: Leading financial advisory practice in Edinburgh with a supportive culture.
  • Benefits: Competitive salary, hybrid working, and support for qualification progress.
  • Other info: Great opportunity for career growth in a thriving industry.
  • Why this job: Join a dynamic team and make a difference in wealth management.
  • Qualifications: Level 4 qualification readiness and strong communication skills.

The predicted salary is between 35000 - 45000 Β£ per year.

A leading financial advisory practice is seeking a Paraplanner to join their wealth management team in Edinburgh. The role encompasses a range of responsibilities including research, report writing, and client interactions, catering to high-net-worth private clients. This position offers a competitive salary, supportive environment for qualification progress, and the flexibility of hybrid working.

Wealth Management Paraplanner (Hybrid) – Level 4 Ready employer: JohnstonGreer Ltd

As a Financial Planning Assistant at this esteemed wealth management firm in Stirling, you will benefit from a supportive work culture that prioritises professional development and offers comprehensive training. With a clear career progression path and full backing for industry exams, this role not only provides a competitive salary but also the opportunity to grow within a dynamic team dedicated to delivering exceptional service to high-net-worth clients.

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Contact Details:

JohnstonGreer Ltd Recruitment Team

We think you need these skills to ace Wealth Management Paraplanner (Hybrid) – Level 4 Ready

Research Skills
Report Writing
Client Interaction
Wealth Management Knowledge
Financial Analysis
Attention to Detail
Communication Skills