Senior IFA Administrator / Paraplanner
A new vacancy has become available with our client, a leading Financial Advisers based in the City centre of Edinburgh. Due to further growth and increasing demands they require an additional Paraplanner or Senior IFA Administrator with a knowledge of Defined Benefit Schemes/Pensions Transfers tor assist their specialist. It is an ideal opportunity for an individial looking to take the next step in their careeer to paraplanner and specialise if wanted. The company has gone from strength to strength over the past few years and with a prestigious reputation within the advice market particularly transfers they require additional assistance in this team. Working within a close knit yet diverse environment you would be working closely with the head of department to assist in the smooth running of client demands due to the complexity of the tasks involved. You'd be given excellent exposure, gaining shadowing experience with some of the industry's best and encouraged to do further exams and develop towards chartered status if you wish to do so. The role will be gathering relevant scheme information undertaking the analysis and packaging it for review by the PTS. Knowledge of TVAS reports is important at this stage but each candidate if have relevant advisory experience will be taken on a case by case basis. A pre requisite for suitable applicants is experience in an IFA or adviser- ideally doing analysis, writing reports, doing research. Exams not required but encouraged. This is an excellent one off opportunity for a motivated and dynamic individual to really utilise their knowledge of the industry, challenge themselves and be part of the firm during a growing and exciting time within their history. In return they are offering a competitive basic, benefits package and further support and encouragement within an autonomous work culture where a flexible working pattern can be accommodated. Please get in touch as soon as possible to discuss this, and also similar opportunities within the market and Edinburgh area by clicking apply or calling 01315501125.