Paraplanner – diploma qualified / near
Job description
This Paraplanner opportunity is built around in the role you will be accountable for all technical aspects of providing support to your adviser(s). It would suit someone who can bring strong professional approach to the role.
What the work leans on
My client is a growing IFA practice, with an enviable reputation within the wealth industry. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Edinburgh office.
Where the technical work sits
- In the role you will be accountable for all technical aspects of providing support to your adviser(s).
- The business has highly performed and following a period of expansion require additional Paraplanner support or a senior IFA administrator looking for their next step, to support t.
- Build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take further ownership of clients as you grow within the busines.
What helps delivery stay steady
Strong professional approach.
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