Paraplanner

Paraplanner - Edinburgh Up to £55,000 + Annual Bonus + Excellent Benefits Hybrid Working There comes a point in a Paraplanner''s career where the next step isn''t necessarily about changing job title. It can be about becoming really good at what you do. Working with experienced Financial Planners. Getting exposure to more sophisticated client needs. Developing your technical knowledge. Working through complex planning scenarios and becoming increasingly confident discussing Financial Planning at the highest level. I''m recruiting for one of the UK''s leading wealth management firms, looking to add an experienced Paraplanner to its established Edinburgh Financial Planning team. For someone who has already built a solid foundation in Paraplanning, this could be an excellent next step. The opportunity You''ll join an Edinburgh team containing 11 Financial Planners at various stages of their careers, supported by a Senior Paraplanner (Lead), four other Paraplanners and two administrative staff. You''ll work closely with experienced Financial Planners, helping to deliver high-quality advice across a broad range of client requirements. Your role will include: Producing high-quality, client-focused suitability reports Undertaking technical research across pensions, investments, taxation and estate planning Preparing cashflow modelling to support clients'' long-term plans Supporting annual reviews and ongoing Financial Planning work Attending client meetings alongside Financial ..... full job details .....