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Job Description
Our client is a reputable and professional firm who have a client base spanning across Scotland with more than one office. They require an experienced Paraplanner to work from one of their offices due to increasing business via a steady streams of enquiries, referrals for their advisers plus professional connections along with recruiting another adviser to the team.
This is a genuinely rare role and the first time having recruited for such a position mainly due to their low staff turnover.
The role itself will be heavily involed with the Financial Planners - with the option to and now encouraged to be involved in client meetings. They can be flexible in relation to the person profile but their ideal would be to act as the go to person in the technical team, able to add value from day one. The new Paraplanner would act as an ambassador for the Financial Advisers (Chartered) should they not be available along with pick up ad hoc enqueries for clients - so a capable an...