Paraplanner - Edinburgh

Financial Advice
Ref: 351 Date Posted: Thursday 04 May 2017
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Role                       Paraplanning Superstar

 

Location  Edinburgh – relocation available if required

 

Salary                     £30 - £50 000 + benefits + bonus

 

If you know the difference between great financial planning and financial products and are Level 4++ then this could be a really interesting role.  Using your communication skills you’ll be liaising directly with clients of this Chartered practice as well as working closely with your colleagues. 

You understand the validity of, and can use Truth or Voyant properly to provide options for your clients. 

Your background needs to cover everything including pensions – accumulation and decumulation; as well as the full range of investment options – this is a true IFA and you need to be proactive [though this is NOT a sales role], productive and proficient, and if you don’t know the answer, you know where to look or whom to ask.

You’ll be working with a successful, client-focused IFA and a colleague who has worked with him for years so you’ll have people to ask about all aspects of the role.  The office is central, with excellent views.

If this career move appeals, then please call Harris on 0131 557 9668 or 07779 048 077 or email on harris@keillar.com

 

Interviews will be held soon. Reference 2674