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Job Location | Edinburgh |
Education | Not Mentioned |
Salary | £32,000 - £38,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
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:
Keyskills :
Investment Pensions Protection Repts