Job Details

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Edinburgh based team.

The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011.

The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners. Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to on-going professional development to Chartered status (the company funds all exams).

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.