At a Glance
- Tasks: Support financial advisers by conducting research and preparing reports for high-net-worth clients.
- Company: Join a respected national wealth management firm with a focus on professional growth.
- Benefits: Earn up to £45,000 plus a competitive benefits package and generous pension.
- Other info: Enjoy hybrid working and opportunities for ongoing professional development.
- Why this job: Make a real impact in financial planning while advancing your career in a supportive environment.
- Qualifications: Previous paraplanning experience and ideally CII Level 4 Diploma qualified.
The predicted salary is between 39600 - 48400 £ per year.
A national wealth management firm with offices across the UK is seeking an experienced Paraplanner to join its Edinburgh office (hybrid working). Working closely with Independent Financial Advisers, you will play a key role in delivering holistic financial planning solutions to high-net-worth clients.
Responsibilities will include:
- Conducting technical research and analysis
- Carrying out cashflow modelling
- Preparing suitability reports
- Providing technical support to advisers
This is an excellent opportunity to join a well-established and growing organisation that values professional development and will support you in progressing your qualifications and career.
Requirements:
- Previous paraplanning experience
- Ideally CII Level 4 Diploma qualified, or nearing completion
- Strong technical knowledge of financial planning products and solutions
- A desire to continue studying and develop further professional qualifications
Package:
- Basic salary up to £45,000
- Competitive benefits package
- Pension scheme
- Support for further qualifications and ongoing professional development
This role would suit a motivated paraplanner looking to further their career with a respected national firm.
Paraplanner - Edinburgh (hybrid) - National IFA firm employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
