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Technical Paraplanner

  • £35000 - £55000 per annum

  • Ref

    HSEdin

  • Contact Name |Helen Spriggs

Technical Paraplanner, Edinburgh, Salary very much dependent upon level of experience, paying up to £55,000

Benefits include: Pension, Holidays, Bonus. 

BWD are pleased to be working in partnership with a successful and highly respected IFA firm in the Edinburgh area, who are looking to recruit a Technical Paraplanner.

  • Are you a Paraplanner looking for a succession plan for the future?
  • Are you looking for a role where you can be more client facing, and have a greater level of client ownership?
  • Would you like a greater level of autonomy and the chance to put your own stamp on things?
Then this could be the ideal opportunity for you.

On a daily basis you will work alongside and support the Financial Adviser.

Take full responsibility for research, preparation and implementation of advice and recommendations, including cashflow and retirement forecasts and ongoing review of client affairs
Ensure completeness of client file/data gathering
Confirm risk profile, capacity for loss and knowledge and experience is determined and update
Attend client meetings, if required
Identify and obtain information necessary to compile clients’ recommendations
Assisting Financial Adviser identifying areas for planning
Carry out technical calculations

In order to apply you will need to be:

  • An experienced Paraplanner highly adept in suitability reports and research
  • Fully Level 4 Diploma qualified and ideally working towards Chartered
  • Happy to provide one to one support to a Financial Adviser and have client contact 


There is an excellent salary on offer dependent upon experience, as well as a whole host of other benefits including:


Pension
Holidays 
Bonus



In order to apply or make enquiries please do not hesitate to contact me on 0113 4260775



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CONTACT US 0113 274 3000