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Job Location | Edinburgh |
Education | Not Mentioned |
Salary | £35,000 - £50,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Outgrown your companyIt happens. Theyve not done anything wrong. Youve enjoyed your time there. But youre drifting along not really learning anything new...Youd like to test your technical skills. Youd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). Youd like to progress.And you can.This firm is a finishing school. It has only lost two members of staff in 7 years and is now one of the top 5 IFA practices in Scotland. It has acquired several businesses and will soon hire more.And as they grow so will you. One of their paraplanners is now a director who heads up their investment committee. Another will soon become an IFA. Whatever direction you want to take there will be opportunities.A new planner is joining this summer following an acquisition and youll provide 1-1 support to them. Youll join as one of five paraplanners who provide high level support to the firms planners. These planners are Fellows/Chartered and even STEP qualified,as are several of the paraplanners.That said exam status isnt as important to this business as knowledge, ethics and the desire to learn. And with their HNW clients needing advice on EISs, VCTs and Business Property Relief, your tech skills will come in handy.Youll get a salary befitting your skills and experience. Youll have access to a generous discretionary bonus scheme. Theres PMI, life cover and a pension.But most importantly youll work for a firm that focuses on two things - their clients and their staff. And everything else takes care of itself.Given the technical nature of the role youll need reasonable paraplanning experience. Youll need to have had exposure to HNW cases where EISs, VCTs, BPR etc. has been part of the equation. Exam progression and IO knowledge are nice to haves, but not vital.Youre not unhappy and the thought of interviews might be a turn off. But by clicking apply youll not only get the chance to find out more, youll get the chance to be happier.If you dont have an up to date CV dont worry, we can come to that later. Just find a way of contacting us and we will be in touch to discuss this opportunity with you.