Paraplanner

PLEASE NOTE, THIS ROLE IS ALSO AVAILABLE IN EITHER EDINBURGH OR LONDON.This role is an exciting opportunity to join a progressive, forward looking Wealth Management business, who are looking to recruit an experienced Paraplanner. Level 4 Diploma is preferred but not essential, so long as you are studying towards it.You will be supporting a team of 3 High Net Worth Advisers, providing research and report writing support, along with support from an Administrator.If you have a bright personality, are driven and passionate about Paraplanning then this role will ideally suit you.Key BenefitsBonus SchemePension and Death in ServiceA flexible selection of employee benefits, so you can choose a package that best matches youA collaborative and encouraging work environmentHybrid Working, 2 days in office, 3 days at homeA commitment to both personal and professional development,Regular social activities, in addition to three days paid volunteering leave each year and a day''s leave to celebrate your birthday.A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.Key ResponsibilitiesProduce high-quality, accurate suitability reportsCarry out detailed research into funds, products and solutionsSupporting Planners by preparing illustrations, quotations, valuations and client documentationAnalysing complex financial scenarios and contributing expert inputMaintain accurate and up-to-date client recordsKeep abreast of legislative and ..... full job details .....