Paraplanner - Edinburgh (hybrid) - National IFA firm

Paraplanner - Edinburgh (hybrid)

Salary: Up to £45,000 + benefits + generous pension + discretionary bonus

A national wealth management firm with offices across the UK is seeking an experienced Paraplanner to join its Edinburgh office (hybrid working).

Working closely with Independent Financial Advisers, you will play a key role in delivering holistic financial planning solutions to high-net-worth clients. Responsibilities will include conducting technical research and analysis, carrying out cashflow modelling, preparing suitability reports, and providing technical support to advisers.

This is an excellent opportunity to join a well-established and growing organisation that values professional development and will support you in progressing your qualifications and career.

Requirements:

• Previous paraplanning experience
• Ideally CII Level 4 Diploma qualified, or nearing completion
• Strong technical knowledge of financial planning products and solutions
• A desire to continue studying and develop further professional qualifications

Package:

• Basic salary up to £45,000
• Competitive benefits package
• Pension scheme
• Support for further qualifications and ongoing professional development

This role would suit a motivated paraplanner looking to further their career with a respected national...