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Paraplanner

4 months ago

Edinburgh, United Kingdom Construction & Property Recruitment Full time

This is an exciting opportunity for an experienced Finance Paraplanner to join one of Scotland's leading Wealth and Asset Management Firms based in Edinburgh.

C&P Recruitment is delighted to bring this new and exciting opportunity to market on behalf of a well-established and hugely successful privately-owned Wealth Management firm.

Job Description:

• Working closely with IFA's to support client work. Liaise with the IFA's and use Fact Find documentation to progress client work.
• To conduct Whole Market research to explore options for clients and establish the most appropriate approach for each client.
• Must maintain a good knowledge of compliance and regulatory responsibilities to ensure that we operate at all times within the requirements of the FCA.
• Produce clear, easy-to-understand reports that explain the suitability of the recommendation.
• Submission of applications and subsequent resolutions of any issues that arise to ensure the work is completed correctly and in a timely fashion.
• Prepare for client reviews and produce performance analysis including cash flow forecasts.
• Support the firm as required at industry meetings, client meetings and junior employees' development.
• Review and comment on individual reports.

There is momentum within the company to quickly attract and retain the right individual as the site is underway and there is an immediate opportunity.

For more information, please contact Joanna Collett at C&P Recruitment, or for immediate consideration please apply now.

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