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Permanent

Paraplanner

Edinburgh
money-bag 38000.00-38000.00 Annual
3085438235
Posted Yesterday

Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid or Remote options availableBasic Salary: Up to £50,000Hours: 9am - 5pm, Mon - FriAbout our clients and the role:Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients'' financial objectives.Salary and Benefits:£38,000 - £50,000 (depending on experience and qualifications)Hybrid or remote working after initial training period25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of serviceDiscretionary bonus schemeDi

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