Join our reputable client as a Paraplanner in their Edinburgh-based team, where your expertise will contribute to delivering exceptional financial planning services. This role offers a dynamic environment, supporting a variety of planning tasks in collaboration with Financial Planners to ensure client objectives are met with professionalism and precision. You will be central to preparing high-quality, compliant reports, assisting with annual review packs and cashflow modelling, and providing crucial support during client meetings. Additionally, you will play a role in mentoring junior team members and supporting client service strategies, fostering a collaborative and supportive work atmosphere.
Our client offers an excellent array of benefits, including a strong pension scheme, medical cover, life assurance, performance bonuses, share schemes, study support, flexible holiday arrangements, and access to wellbeing and social networks. This is an exceptional opportunity for a dedicated Paraplanner to further develop their career within a supportive and forward-thinking organisation, where your skills and commitment will be valued and rewarded.
