AMG Search has an excellent opportunity for a Paraplanner to join a high profile and respected firm of Chartered Financial Planners.
- As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
- Preparation of all necessary documentation & information for recommendations to be delivered to clients
- Assist with research and surveys
- Delivery of high quality reports in a timely manner to high net worth clients.
- The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets
- Excellent office facilities and prime location.
To be considered for this excellent Paraplanner opportunity, you will need the following skills and experience:
- Minimum Level 4 Diploma/Dip PFS
- Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career
- Understanding of regulations and compliance and of the financial planning process
- Technical skills across pensions, investments, taxation, trusts
- Experience in technical research, report writing and recommendations
- Organisation and prioritising work/meeting deadlines
Join our client as a Paraplanner and you will be part of a highly successful and respected financial planning firm.
- Established in 1988, our client was one of the first 100 Chartered firms in the UK
- It is now one of Scotland and the UK’s leading financial services businesses and
- Currently advise on over £420million of clients’ assets.
- Beautiful offices in Edinburgh city centre
An outstanding opportunity with an outstanding firm!