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Paraplanner

Posted 14 days 11 hours ago by IDEX Consulting

£80,000 - £100,000 Annual
Permanent
Full Time
Other
Midlothian, Edinburgh, United Kingdom, EH120
Job Description

Our client, a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner to join them.
As a Paraplanner, your main responsibilities will be to provide technical support, conduct full research of products using a variety of tools, and engage in bespoke report writing.

You will have:

  1. At least three years' paraplanning experience
  2. Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
  3. Knowledge of cashflow systems would be beneficial but not essential
  4. Knowledge of IO system

Salary & Benefits:
Salary dependent on experience
Company pension
Group life cover
Healthcare

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