Paraplanning Manager

Paraplanner - Edinburgh, Scotland

Ref: 815Monday 15 August 2022

£40,000 - £50,000

The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.


  • Managing, leading and motivating a team of paraplanners
  • Assessing client requirements and researching, identifying and presenting solutions in support of Adviser recommendations
  • Carrying out financial analysis and producing reports and recommendations
  • Ensuring all regulatory and compliance standards are met


In order to be considered for this unique opportunity, candidates need to have

  • Management skills with the ability to assign tasks, manage progress and evaluate the performance of team members
  • Level 4 Diploma qualified or working towards this and previous experience within a fast-paced IFA practice
  • High level of analytical capability and good communication skills
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