Fairways has an immediate opportunity for an experienced Paraplanner to join our client in Perthshire. This is a full time, permanent opportunity offering you the chance to work with a leading independent Financial Planning business.
The company specialise in providing independent financial advice on investment, wealth management, retirement planning, mortgages, protection and inheritance tax planning. They have an established reputation of delivering excellent client service and are looking for a Paraplanner who shares their values.
Working as part of a small, highly professional team, you will be responsible for supporting several advisers with administration support.
Your main duties will include:
- Undertaking sufficient product and market research
- Accurate research and compliant report writing facilities
- Client meeting preparation
Candidates must be experienced Paraplanners with part/full diploma status. Experience in Cashflow modelling would be desirable.
You must be an outgoing, confident and professional person with a keen eye for detail. You will be IT literate with a working knowledge of Microsoft Office including Word and Excel. Previous experience from a similar role is essential.
Competitive salary commensurate with experience
Working hours: Monday to Friday 9am - 5pm
Holidays: 25 days plus 9 bank holidays
If you would love the opportunity to work with a well-known and local business who consistently deliver an excellent customer experience, then we would love to hear from you.
Fairways acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.
Fairways is an equal opportunities employer.