Location: Edinburgh, Scotland, United Kingdom
Category: Finance
Salary: 35,000 - 45,000 GBP / yearly
Full-time
Exciting opportunity for an experienced paraplanner to join a respected wealth management firm in Edinburgh. Responsibilities include preparation of reports, research, and providing technical support.
Preparation of Suitability Reports
Liaising with product providers for pension and investment information
Technical support with paraplanning and research
Market research on behalf of advisers
Due diligence reviews of investment funds and Platforms
Support to the Financial Adviser / MD
Experienced Paraplanner within an IFA
Background in Pensions and Investments
Excellent report writing skills
Experience with research tools such as FE Analytics
Knowledge of Intelligent Office or Xplan is advantageous
Opportunity for career development
Attractive package
Further study support
Potential to join the investment committee
Join a growing firm with the chance to progress
Utilize your expertise and contribute new ideas
Be part of a committed and enthusiastic team