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AMG Search has an excellent opportunity for a Paraplanner to join a high profile and respected firm of Chartered Financial Planners.

As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers

Preparation of all necessary documentation & information for recommendations to be delivered to clients

Assist with research and surveys

Delivery of high quality reports in a timely manner to high net worth clients.

The Paraplanner is a very important role and it  will support the Financial Planning team to enable the achievement of their business objectives and growth targets

Excellent office facilities and prime location.

To be considered for this excellent Paraplanner opportunity, you will need the following skills and experience:

Minimum Level 4 Diploma/Dip PFS

Presently in an Administrative or Paraplanner role in Financial Services and keen to progress your career

Understanding of regulations and compliance and of the financial planning process

Technical skills across pensions, investments, taxation, trusts

Experience in technical research, report writing and recommendations

Organisation and prioritising work/meeting deadlines

Join our client as a Paraplanner and you will be part of a highly successful and respected financial planning firm.

Established in 1988, our client was one of the first 100 Chartered firms in the UK

It is now one of Scotland and the UK’s leading financial services businesses and

Currently advise on over £420million of clients’ assets.

Beautiful offices in Edinburgh city centre

An outstanding opportunity with an outstanding firm