Paraplanner

Job Description:.

We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh.

This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.

• CII Diploma in Financial Planning (essential)


• Chartered status or working towards (desirable)


• Proven paraplanning experience


• Strong knowledge of UK tax and pension legislation

• Prepare suitability reports and client cashflow models


• Attend client meetings and provide research and follow-up support


• Assist with annual reviews and ongoing client service


• Manage your own workflow and ensure timely, accurate output


• Support the delivery of team income objectives

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16106

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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