Paraplanner Manager - Edinburgh, United Kingdom - Eden Scott

Description

My client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team.

Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts.

Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.

Your background will include both Pensions and Investments with excellent report writing skills.

Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.