Senior Financial Services Professional - Edinburgh - beBeeInvestment

    beBeeInvestment
    beBeeInvestment Edinburgh

    2 weeks ago

    Permanent £51,000 - £72,000 (GBP) per year

    Job title: Senior Paraplanner

    Description

    Job Description


    As a seasoned financial services professional, you will be responsible for supporting planners during a period of growth by preparing in-depth suitability reports and liaising with product providers to collate pension and investment information. You will also provide technical support to the team, conduct market research on behalf of your adviser prior to meetings, assist with ongoing due diligence reviews of investment funds and platforms, and provide appropriate support to financial advisers.


    Required Skills & Qualifications


    • An experienced Paraplanner within an IFA with exams completed or significant progress towards chartered status.
    • Background in both Pensions and Investments with excellent report writing skills.
    • Cash flow modelling experience is highly desirable.

    Benefits


    This role offers an exceptional opportunity to develop your experience further your career and utilise your expertise. In return, we are offering an attractive package further study support and the chance join our firm during a growing time in its history.


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