A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh.

The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Responsibilities:

• Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
• Prepare complex research and recommendations across a wide range of Financial Planning solutions
• Prepare findings ahead of client meetings
• Preparing suitability reports based on suitable client outcomes
• Ad hoc project work

Skills & Qualifications:

• Attained or working towards the Diploma in Regulated Financial Planning
• Experience working in a financial services environment
• Strong understanding of financial products and services
• Excellent administrative, research, report writing

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