Senior Technical Paraplanner – central Scotland

Senior Technical Paraplanner - central Scotland focuses on could also develop to management and/or to become involved in their investment committee if you wished.

What the role involves

• Could also develop to management and/or to become involved in their investment committee if you wished.
• Additionally to assist in on-going due diligence reviews.
• Your background will include both Pensions and Investments with excellent report writing skills.
• Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.

Skills and requirements

• This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history at a firm who encourage career.
• Providing technical support to the team training/developing if required.
• Experience of using research tools and cash flow modelling would be advantageous.
• In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise in a fully flexible working environment.

Confirmed role details

• With offices regionally, they are open to those based anywhere in Scotland and have adapted well to remote working so are happy for people to work from home.
• Liaising with product providers to collate pension and investment information for replacement contracts.
• Diploma minimum and additional exams of benefit.

Additional role context

• Due to further growth and expansion, our award winning client a large wealth management firm have a new vacancy for an experienced senior paraplanner to join the team.
• Will be exceptionally in depth and involved with clients upon starting along with oversight as you become more embedded in the team.
• As a more senior member, any ideas and suggestions would be welcomed and it is a great opportunity for the successful new hire to see their value added.