Paraplanner

Paraplanner
Location
Edinburgh or Stirling
Salary
£35,000 - £45,000 +
(depending on experience and qualifications + excellent benefits package)
Hours - Full Time
hybrid or remote working options
(Location is flexible and hybrid or remote working is an option for the right candidate)
A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team.
You will be part or fully qualified, with fully funded support (and salary enhancements) available as you progress to Diploma or Chartered status.
The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated.
You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and...