Our firm is seeking an experienced Financial Paraplanner and/or Financial Adviser to join our team – someone with a keen eye for detail and an aptitude for problem solving. An ideal candidate would have prior experience in different aspects of the financial industry, including investment planning and investment management. Candidates should have an excellent understanding of financial products and an ability to work well in a team environment.
Our firm delivers excellent service and high level advice to a wide range of clients, families, businesses and organisations. We specialise in true holistic independent financial services for our clients and operate the model that everyone is entitled to financial advice. We do not caveat minimum investment values or restrictions and offer our client access to all areas of financial services from finance and insurance to pensions and investments.
As the Financial Paraplanner / Adviser your role will be mainly involved in the investments and pensions and will be responsible for providing technical paraplanning support and/or advice, including financial research, report writing, formulation of advice and liaison with providers. The position will involve direct contact with the Advisor’s portfolio of clients as well as new clients, whilst working in tandem with other team members.
You will be an experienced Paraplanner / Adviser and will have completed the industry standard Level 4 exams. You will be a Paraplanner / Adviser that enjoys working closely with the client portfolio and working in a team whilst adding value to the advice proposition.
Job Types: Full-time, Permanent
Pay: £30,000.00-£40,000.00 per year
Benefits:
Ability to commute/relocate:
- Elgin IV30 1EE: reliably commute or plan to relocate before starting work (preferred)
Education:
- GCSE or equivalent (preferred)
Experience:
- Financial Planning: 2 years (required)
Licence/Certification:
- Level 4 Diploma in Financial Services (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
