Paraplanner

4 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Title: Paraplanner

We are seeking an experienced Paraplanner to join our team in Edinburgh. As a Paraplanner, you will play a key role in supporting our Financial Planners and Directors in providing high-quality financial advice to our clients.

Key Responsibilities:
  • Attend client meetings as required and provide technical support to Financial Planners and Directors
  • Communicate with clients in the absence of the adviser and provide updates on their financial plans
  • Research and prepare client advice in conjunction with Financial Planners and Directors
  • Prepare client reports and suitability letters
  • Support advisers with client and product research as required
  • Research due diligence on the market and negotiate with product suppliers for the best possible rates
  • Process new business applications and prepare client packs and paperwork prior to meetings
  • Develop and maintain client contact and relationships
  • Liaise with product providers to collate pension and investment information and maintain client files
  • Ensure advice provided is compliant and meets with regulatory requirements
  • Keep up to date with financial products and legislation
Requirements:
  • Experience as a Paraplanner or in a related role
  • Strong back office systems and platforms experience
  • Excellent report writing skills
  • Ability to work collaboratively as part of a team
  • Strong communication and interpersonal skills
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for career development and progression
  • A supportive and collaborative team environment
  • Flexible working arrangements

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