Paraplanner

AMG Search has an excellent opportunity for a Paraplanner to join a high profile and respected firm of Chartered Financial Planners.

• As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
• Preparation of all necessary documentation & information for recommendations to be delivered to clients
• Assist with research and surveys
• Delivery of high quality reports in a timely manner to high net worth clients.
• The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets
• Excellent office facilities and prime location.

To be considered for this excellent Paraplanner opportunity, you will need the following skills and experience:

• Minimum Level 4 Diploma/Dip PFS
• Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career
• Understanding of regulations and compliance and of the financial planning process
• Technical skills across pensions, investments, taxation, trusts
• Experience in technical research, report writing and recommendations

• Organisation and prioritising work/meeting deadlines

Join our client as a Paraplanner and you will be part of a highly successful and respected financial planning firm.

• Established in 1988, our client was one of the first 100 Chartered firms in the UK
• It is now one of Scotland and the UK s leading financial services businesses and
• Currently advise on over £420million of clients assets.
• Beautiful offices in Edinburgh city centre

An outstanding opportunity with an outstanding firm!