Paraplanner & Investment Reporting Specialist

Paraplanner & Investment Reporting Specialist

Full-Time 45000 - 55000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Enhance portfolio reporting and ensure data integrity using innovative technology.
  • Company: Dynamic wealth management firm focused on financial performance.
  • Benefits: Competitive salary, professional development, and a collaborative team environment.
  • Other info: Opportunity to grow in a fast-paced financial sector.
  • Why this job: Join a team that values analytical skills and innovation in finance.
  • Qualifications: Relevant finance qualification and experience in investment analysis.

The predicted salary is between 45000 - 55000 Β£ per year.

A wealth management firm is seeking a highly analytical Paraplanner or Junior Investment Analyst to enhance portfolio reporting and ensure data integrity.

The ideal candidate will have a relevant finance qualification, prior experience in investment analysis, and strong proficiency in Excel.

This role emphasizes data management and the use of innovative technology to streamline processes.

Join a dynamic team focused on financial performance and reporting excellence. #J-18808-Ljbffr

Paraplanner & Investment Reporting Specialist employer: The Recruitment Council

As a leading player in the financial sector, our company offers an exceptional work environment in Dundee, where innovation and teamwork thrive. We prioritise employee growth through comprehensive training programmes and career advancement opportunities, ensuring that our staff are equipped to excel in their roles. With a strong commitment to customer service and community engagement, we foster a culture of collaboration and support, making us an attractive employer for those seeking meaningful and rewarding careers.

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Contact Details:

The Recruitment Council Recruitment Team

We think you need these skills to ace Paraplanner & Investment Reporting Specialist

Analytical Skills
Investment Analysis
Data Management
Excel Proficiency
Financial Reporting
Attention to Detail
Innovative Technology Utilisation