Paraplanner

Calton Wealth Management

Edinburgh

Us

We work with clients to take the mystery and fear out of dealing with money. Our clients we regard as friends, and we only offer the advice we’d feel comfortable giving to our families. A small but growing team we care about the work we do and creating an enjoyable working environment.

 

The Role

We’re looking for an experienced Paraplanner to join our busy team in Edinburgh City Centre. The successful candidate will work closely with two advisers to provide whole of market advice to our clients. You’ll write technical reports, perform research, and have a say in our advice process. As we continue to grow there may be opportunities to move to a leadership role within the business.

 

You

Essential

  • Level four financial planning qualification
  • Two years+ Paraplanning Experience
  • Be passionate about improving our profession and helping clients

Desirable

  • Be proactive and creative – we like to ask “why?” a lot!
  • Cash flow modelling experience
  • Strong investment knowledge
  • A broad understanding of pension and investment products
  • Experience of Intelligent Office, Cashcalc and O&M or similar

 

The Offer

  • Salary of £27,000 – £36,000
  • Discretionary bonus based on profitability of business
  • 8% Pension Contribution
  • 28 days holiday + bank holidays
  • Flexible working
  • 4x Death in Service
  • Professional exams paid for and study time provided

 

To apply please forward a CV and covering note to Tom Ham: tham@caltonwm.com

For more information or an informal chat feel free to call Tom: 0131 378 6681

Respectfully we ask that recruiters don’t contact us at this point.

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