Job Description
Are you an experienced Level 4 Paraplanner looking to make a significant impact within a forward-thinking financial advisory firm? Our Client is seeking a talented individual with a passion for problem-solving and a commitment to client excellence to join their growing team.
Our Client is a leading independent financial advice provider dedicated to holistic financial planning that truly puts clients first. Their core values — Be the best they can be, Do the right thing, and Free to be different — guide everything they do. Our Client prides themselves on offering bespoke advice, unconstrained by industry norms, and fostering an environment where team members can thrive and develop at their own pace.
Our Client is searching for an experienced Paraplanner with a strong work ethic and natural problem-solving abilities. You'll be instrumental in delivering an outstanding experience for their clients by providing expert support to their financial advisors.
Our Client has offices in Edinburgh, Glasgow, Aberdeen, and Perth, and offers flexible hybrid working arrangements to suit your needs.
Key Requirements
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At least three years of paraplanning experience.
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Minimum Level 4 qualified (ideally, you'll be Chartered or aspiring to work towards this).
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Excellent verbal and written communication skills.
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A keen eye for detail.
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The ability to think outside the box, offering creative solutions for clients.
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Knowledge of cashflow systems would be beneficial, but isn't essential.
Benefits Package
Our Client values their staff and offers a competitve benefits package, including:
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Competitive salary (dependent on experience).
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Company pension.
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Group life cover and healthcare.
Ready to make a difference? Apply today to join a team that values your expertise and encourages your growth!
For more information about this role please apply, or email Michelle Russell on mrussell@pg-rec.com who will be able to provide more details on the opportunity.
Many thanks, Premier Group