This is a fantastic opportunity to join one of Scotland’s leading investment management firms.
With managed assets in excess of £300 million, the company provides a wide range of services to its clients, specialising in investment management, financial planning, custody and administration services.
They are currently looking for a Paraplanner to join their busy team in Edinburgh. The post offers an excellent opportunity to obtain experience within a small and busy Financial Planning team. The ideal candidate will be proactive and enthusiastic with a strong work ethic. This is a permanent, full time position, Monday to Friday from 9-5.
Here is a brief overview of the position:
Key Responsibilities:
- Supporting the financial planners to assist in the client on-boarding process
- Managing the transfer of client money and assets
- Get to know clients to understand clients’ needs and managing their expectations
- Analysing client data and ensuring data is accurately recorded in the CRM system
- Producing Suitability Reports
- Assisting, preparing and organising of meetings
- Assist with compliance matters to guarantee the business is in line with regulatory requirements
Skills, knowledge and experience:
- Qualified to Diploma level (Level 4) or close to
- Previous experience in paraplanning
- Excellent interpersonal skills, both written and oral
- Ability to multi-task, prioritise tasks and work to tight deadlines
- Good accuracy and attention to detail
- Competent IT skills with a working knowledge of Word, Excel and Outlook
- Ability to work both on own initiative and as part of a small team
Please contact Bradley for more information or to start the application process - 01173 790818
Paraplanner, Edinburgh (BP-1425)
This is a fantastic opportunity to join one of Scotland’s leading investment management firms.
With managed assets in excess of £300 million, the company provides a wide range of services to its clients, specialising in investment management, financial planning, custody and administration services.
Please contact Bradley for more information or to start the application process - 01173 790818