Paraplanner - Edinburgh

RMK Talent Solutions

  • Glasgow
  • £35,000-55,000 per year
  • Permanent
  • Full-time
  • 9 days ago
RMK Talent Solutions is pleased to partner with a reputable Wealth Management company based in Edinburgh, Scotland, to source an experienced Paraplanner. This organisation specialises in delivering bespoke financial solutions to a diverse client portfolio. With a client-centric approach, they prioritise personalised service, professional integrity, and a collaborative working environment. The role offers hybrid working flexibility, supporting a balanced approach to remote and office-based work, and provides an excellent opportunity for a driven individual to thrive within a supportive professional setting.Responsibilities
  • Preparing and reviewing comprehensive financial planning reports and recommendations for clients.
  • Gathering and analysing client data to develop tailored financial strategies.
  • Collaborating and supporting Financial Advisers to ensure smooth client service delivery.
  • Assisting in the review and maintenance of client financial plans.
  • Keeping up-to-date with industry regulations, products, and market developments.
  • Ensuring compliance with relevant legislative and regulatory requirements.
  • Managing and maintaining accurate client records and documentation.
Requirements
  • Proven experience as a Paraplanner within a financial planning or wealth management environment.
  • Strong understanding of financial products, legislation, and compliance standards.
  • Excellent organisational skills with the ability to manage multiple client files efficiently.
  • Attention to detail and high-quality report-writing capabilities.
  • Qualifications such as level 4 CII/LIBD/CISI are highly desirable.
  • Effective communication skills, both verbal and written.
  • Proactive attitude with a commitment to ongoing professional development.
This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today.

RMK Talent Solutions