Paraplanner, Senior IFA Administrator

My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office.

The business has performed highly and, following a period of expansion, requires additional Paraplanner support to their IFAs. In this role, you will be responsible for all technical aspects of supporting your adviser(s). A significant part of your time will involve writing reports, creating 'reasons why' letters, following up on client queries, and conducting market research on behalf of advisers prior to meetings.

Your key duties will focus on your strengths and areas of interest to support your career and aspirations. To be considered, you must be an experienced Paraplanner with experience working within an IFA environment. You do not need to be diploma qualified but are expected to work towards this or have already undertaken exams.

You should be a dynamic, hardworking, and committed individual with a focus on exceeding client expectations and contributing to the company's growth. In return, you will be offered an excellent salary, benefits, and bonus, along with the opportunity to work within this highly reputable firm.

You will be part of a close-knit, supportive team and will receive full support for any further exams you wish to undertake. Please upload your CV to apply ASAP or contact Alison Curran to discuss this confidentially in more detail, as well as potentially other similar opportunities in the area.