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Job LocationEdinburgh
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner - Aberdeen£32,000 - £38,000 Depending on experienceExperienced Paraplanner required by a growing wealth management firm in Edinburgh, to provide technical support to a team of financial planners. This regional firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection.You will be responsible for attending client meetings, carrying out detailed analysis and research, cash flow modelling, producing high quality suitability reports for HNW clients whilst providing a bespoke wealth management service.To be considered for this opportunity, candidates need:

  • Experience of producing technical Suitability reports
  • Partially/fully level 4 qualified
  • Previous experience within a fast-paced IFA Practice
  • Strong communication skills
  • In return you will receive:
  • Salary of up to £38,000 plus DIS and group personal pension
  • Flexible working
  • Full exam support
  • Opportunity to take your career to the next level within a friendly, supportive team
  • To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services. Required skills
  • Investment
  • Pensions
  • Protection
  • Reports
  • Keyskills :
    Investment Pensions Protection Repts

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