At a Glance
- Tasks: Provide expert support and create tailored financial reports for clients.
- Company: Join a respected financial planning firm with a collaborative team culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic role with a focus on investment, retirement, tax, and estate planning.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Level 4 qualified Paraplanner with strong analytical and report-writing skills.
The predicted salary is between 50000 - 50000 £ per year.
Recruit UK are working on an excellent opportunity for a Senior Paraplanner to join a growing and highly regarded financial planning firm. This is an exciting opportunity for an experienced, Level 4 qualified Paraplanner who enjoys delivering high-quality technical support and working closely with Financial Advisers to provide outstanding client outcomes. This role offers the chance to work within a collaborative team, supporting a wide range of clients across investment, retirement, tax and estate planning, while contributing to the continued development of the firm's paraplanning function. The position is based in either the Edinburgh office, operating on a hybrid working model.
As a Senior Paraplanner, you will provide technical expertise and report-writing support throughout the advice process, helping advisers deliver tailored financial planning solutions while ensuring an exceptional client experience. Your responsibilities will include:
- Producing high-quality suitability reports tailored to individual client objectives.
- Undertaking detailed financial analysis and developing cashflow planning models.
