Financial Services Jobs

Paraplanner

Posted 1 month ago
Salary
£40,000/ANNUAL
Location(s)
Scotland
Type
Permanent

 

Paraplanning role, Edinburgh, Hybrid, circa £40000. Are you an experienced Paraplanner seeking a new opportunity in Edinburgh?Our client is looking for a qualified Paraplanner to join their team in the central Edinburgh office.You will have the opportunity to join a company that has been established for more than 40 years and has over £36 billion assets under management. You will provide technical support to  Advisers who work with clients who work with average case sizes of £3 million.  Paraplanner Role Responsibilities Include:

  • Suitability report writing & research 
  • Platforms & Providers ownership
  • Providing illustrations 
  • Technically access business 
  • Build strong client relationships, and attend client meetings when required
  • Prepare client portfolio information & meeting review packs
  • Annual review letters

Experience Required:

  • Previous experience in a Paraplanner
  • Level 4 Diploma in Financial Planning 
  • Understanding of back office systems & provider websites
  • Confident in preparation of suitability report writing across all products

The opportunity to continually progress in this position is encouraged through professional development plans, and the full support to take further examinations if you so wish.

 

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