IFA Administrator/Paraplanner

Eden Scott
£23000 - £35000 per annum
09 Nov 2017
15 Nov 2017
Contract Type
Full Time
Our client, a successful Independent advisory firm based in Edinburgh are currently seeking an Senior IFA Administrator/Paraplanner to join their dynamic team and assist a small group of professional advisers. This is a great opportunity to progress your career within wealth management and learn the business. General tasks shall include; Dealing with new business application Providing initial technical support to advisers & paraplanning staff Preparing suitability reports and client valuations Conduct research surrounding pension and investment products to present to clients Maintain internal databases To be considered you must have an understanding of the market with the ability to research and create reports. Possess a working knowledge of adviser back office systems and be Diploma level qualified if not working towards this. Strong organisation skills and the ability to manage work loads In return you will be offered a competitive salary with continual training in order to support progression and develop your technical knowledge. If you would like to apply please send your cv to in order to discuss this opportunity in more detail or to have a confidential discussion around your skills and background.