Paraplanner

Eden Scott is delighted to be supporting our longstanding client as they look to add an experienced Paraplanner to their team. The role will be based in Inverurie with hybrid working on offer following initial training.About the RoleThe Paraplanner will be responsible for conducting financial analysis, preparing reports, communicating with clients, ensuring regulatory compliance, conducting research, supporting recommendations, and maintaining documentation.ResponsibilitiesFinancial Analysis: Conduct in-depth analysis of clients' financial situations, including their income, expenses, assets, liabilities, and financial goals. This analysis may involve using financial planning software and tools to create detailed financial plans.Report Preparation: Prepare comprehensive financial planning reports, including investment analysis, retirement planning, risk management, tax planning, and estate planning. These reports should be tailored to meet the specific needs and objectives of each client.Client Communication: Communicate with clients to gather necessary financial information, clarify their financial goals and objectives, and explain the details of their financial plans.Regulatory Compliance: Stay informed about relevant regulations and compliance requirements in the financial services industry, ensuring that all financial plans and recommendations adhere to regulatory standards and guidelines.Research and Due Diligence: Conduct research on various financial products, investment options, and strategies to support the development of sound financial plans. This may involve evaluating investment opportunities, analysing market trends, and assessing the performance of different asset classes.Recommendation Support: Assist financial planners in developing suitable investment recommendations and strategies based on clients' risk tolerance, time horizon, and financial objectives. This may include asset allocation modelling, investment selection, and portfolio construction.Documentation and Record-Keeping: Maintain accurate records of client interactions, financial plans, recommendations, and other relevant documentation. Ensure that all client files and records are organised and up-to-date, in compliance with internal policies and regulatory requirements.If you are Diploma qualified and have experience in a Paraplanning role then please get in touch.*please note that you will require the right to work in the UK as the client does not offer sponsorship*