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Senior IFA Administrator/ Paraplanner


£25000 - £30000 per annum + bonus and progression


Our client is a highly respected and Chartered Wealth Management firm in Edinburgh have a rare opportunity for a senior IFA Administrator/ Paraplanner to join their team of professional offering technical support to the Director/Adviser who offer full advise across the market.

The successful candidate shall play a key role within the team both back office and client facing as they develop within the role. General task shall include the preparation of Suitability Reports and research using specialist systems (training provided), review client shortfalls and work collaboratively with the adviser to produce true lifestyle planning reports and cash flow modelling. Working in a small team you shall be able to manage demanding workloads and have a keen eye for detail with a key focus on the clients needs.

To be consider you must have existing experience providing technical support to an adviser for a min of 2 years, preferably having made progress towards your level 4 Diploma. Exposure to one of the following research tools; Cash calc, Voyant or or Truth would be highly advantageous.

This is an excellent opportunity for an ambitious and committed professional to develop their career in a hands on role with the opportunity to bring new ideas to the firm and shape your career path.

The note your interest or know more, please click apply or send your cv to ######### . Alternatively, please give me a call on######### for a confidential discussion.

Posted 7 days ago

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