At a Glance
- Tasks: Provide top-notch technical support and create tailored reports for clients.
- Company: Join a growing team at a dynamic wealth planning firm in Edinburgh.
- Benefits: Enjoy a hybrid work model with opportunities for career growth.
- Other info: Be part of an innovative team backed by private equity.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Level 4 qualified Paraplanner with strong report-writing and client management skills.
The predicted salary is between 40000 - 50000 £ per year.
Role, Inc. is searching for a level 4 qualified Paraplanner to join their expanding team in Edinburgh. You will provide high-quality technical and report-writing support to advisers, ensuring tailored solutions for clients. The role involves client relationship management and working closely with the Paraplanning team to maintain accurate and up-to-date reports.
With a hybrid approach, this full-time permanent position offers an opportunity for growth in a dynamic environment backed by private equity.
Senior Paraplanner — Hybrid Wealth Planning & Reports Lead in Edinburgh employer: Role, Inc.
Role, Inc. is an excellent employer that fosters a collaborative and supportive work culture in the heart of Edinburgh. With a focus on employee growth and development, we offer tailored training opportunities and a hybrid working model that promotes work-life balance. Join us to be part of a dynamic team where your contributions are valued and rewarded, all while working in a vibrant city known for its rich history and culture.
