We have a fantastic opportunity available for an Associate Wealth Paraplanner in our Edinburgh office on a permanent basis
Job Summary
We have a fantastic opportunity available for an Associate Wealth Paraplanner in our Edinburgh office on a permanent basis.
You will provide support for Wealth Managers facilitating a smooth process of new and existing business and contribute to the production of robust financial plans under supervision.
We thrive on the challenge to be our best and offer opportunities to work with the best in the field in a dynamic, collaborative, and progressive team.
Matching Summary
We have a fantastic opportunity available for an Associate Wealth Paraplanner in our Edinburgh office on a permanent basis.
Skills & Requirements
Must-have
Clear and concise communication skills
Ability to meet deadlines
Ability to work on own initiative
Support Wealth Managers
Facilitate business processing
Adhere to Conduct Risk standards
Nice-to-have
Working towards CII Level 4 Diploma
Developing client management awareness
Collaborative and high-performing team environment
Progressive thinking and mutual success
Coaching and development opportunities
Key Requirements
Clear and concise communication skills
Ability to meet deadlines
Ability to work on own initiative
Working or planning to work towards CII Level 4 Diploma or equivalent