Robert Half


Robert Half
Scotland, Edinburgh
£24000 - £34000 per annum
22 Nov 2018
20 Dec 2018
Reggie Foreman
Job Role
Contract Type

Robert Half are delighted to be working with a leading investment management firm in Edinburgh to add a Paraplanner to their growing team.

The role will primarily assist the financial planning team and private client managers in all aspects of financial planning/wealth management advice. This is a fantastic opportunity for a Paraplanner looking for a new challenge or a recent graduate looking to pursue a career in financial planning/paraplanning.

  • Provide administrative support to the private client managers and financial planners
  • Assist with the maintenance of wealth management and financial planning clients
  • Compile proposals alongside financial planners for prospect clients
  • Attend client meetings
  • Prepare new client packs and annual review
  • Co-ordinate the on boarding process of new clients
  • Work and collaborate with wider members of the team and 3rd party stakeholders


The successful candidate will have/be the following:
  • Strong commercial awareness
  • Experience of financial planning or knowledge of investment products (desirable - not essential)
  • Knowledge of FCA rules and regulations
  • A strong communicator and team player
  • An analytical approach to be able to identify

Salary & Benefits

Salary will be in region of £24,000 - £34,000 plus considerable benefits

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms: