Paraplanner recruitment
FPSG are currently working with a respected IFA to recruit an experienced Paraplanner to support their successful IFA team based in Edinburgh. This prestigious organisation has an RDR ready proposition and provides bespoke financial planning in the HNW private client and Corporate markets.
In this role you will work with your team of IFAs providing comprehensive paraplanning support including detailed research, drafting of investment reports and advice recommendations. You will also get involved in dealing with customers via telephone and face to face including attending client meeting with your Adviser.
The ideal candidate should have a proven track record as a successful Paraplanner and ideally be qualified to Diploma level or working towards. In return you will receive a competitive basic salary together with an excellent benefits package.
CONTACT DETAILS
If you are interested in this opportunity please contact Kevin Livingstone for a confidential chat.
Kevin Livingstone Direct Dial: 0131 270 6666
