Paraplanner

Paraplanner, Permanent Vacancy, Edinburgh City Centre, Excellent Salary and Benefits

Your new company
One of the UK's leading Chartered Accountants & Business Advisory firms are looking to recruit an experienced Paraplanner to join their central Edinburgh office due to the continued success of the department.

Your new role
As an experienced Paraplanner you will be required to provide support to a small team of IFAs, carrying out research, analysis and due diligence of client holdings and compiling technical financial reports and presentations. You will prepare cash flow analysis and client progress meeting/review documentation whilst continually liaising with the client support team to ensure recommendations are correctly implemented. The ideal candidate will also be responsible for managing two other Paraplanners within the team.

What you'll need to succeed
Diploma in Regulated Financial Planning (DipPFS) is essential. APFS is desirable. You will have proven experience in a fast-paced Paraplanning role and be comfortable working independently and feel confident to take ownership of a large caseload straight away due to the expansion of the Edinburgh office.

What you'll get in return
A competitive salary and benefits package with the exciting opportunity to work for a market-leading, fast expanding firm in Edinburgh city centre.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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