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Paraplanner, Edinburgh (BP-1425)

£25000 - £34000 negotiable d.o.e plus benefits

This is a fantastic opportunity to join one of Scotland’s leading investment management firms.

With managed assets in excess of £300 million, the company provides a wide range of services to its clients, specialising in investment management, financial planning, custody and administration services.

They are currently looking for a Paraplanner to join their busy team in Edinburgh. The post offers an excellent opportunity to obtain experience within a small and busy Financial Planning team. The ideal candidate will be proactive and enthusiastic with a strong work ethic. This is a permanent, full time position, Monday to Friday from 9-5.
Here is a brief overview of the position: 
Key Responsibilities:
  • Supporting the financial planners to assist in the client on-boarding process
  • Managing the transfer of client money and assets
  • Get to know clients to understand clients’ needs and managing their expectations
  • Analysing client data and ensuring data is accurately recorded in the CRM system
  • Producing Suitability Reports
  • Assisting, preparing and organising of meetings 
  • Assist with compliance matters to guarantee the business is in line with regulatory requirements
Skills, knowledge and experience:
  • Qualified to Diploma level (Level 4) or close to
  • Previous experience in paraplanning 
  • Excellent interpersonal skills, both written and oral
  • Ability to multi-task, prioritise tasks and work to tight deadlines
  • Good accuracy and attention to detail
  • Competent IT skills with a working knowledge of Word, Excel and Outlook
  • Ability to work both on own initiative and as part of a small team


Please contact Bradley for more information or to start the application process - 01173 790818

Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: