Financial Planning Assistant

2 weeks ago

Edinburgh, Edinburgh, United Kingdom Progeny Full time
Paraplanning Opportunity at Progeny

We are seeking a skilled Paraplanner to join our team at Progeny, a forward-thinking and tech-driven firm that creates, enhances, and preserves wealth. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering excellent client outcomes.

Key Responsibilities
  • Support the Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual reviews, new business, or ad hoc advice reports.
  • Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
  • Manage the presentation of technical data to the Financial Planners.
  • Compile cash flow models when required as part of the advice process.
Requirements
  • CII Diploma in Financial Planning/Regulated Financial Planning as a minimum with an interest in working toward Chartered Status.
  • Proven experience in a paraplanning role gained within an advisory practice.
  • Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
  • A good understanding of technical calculations and confident to work on these independently e.g. bond chargeable gains, pension carry forward etc.
  • Understand and apply FCA suitability requirements.
  • Ability to interpret complex planning into clear, concise and personalised reports.
Benefits
  • 30 days holiday plus public holidays
  • Wellbeing day
  • Birthday holiday
  • Volunteering day
  • Private medical insurance, 24/7 digital GP and health advice
  • Employee assistance programme providing support for your mental and physical health
  • Group pension scheme
  • Life assurance scheme
  • Eyecare vouchers
  • Family leave
  • Hybrid working
  • Referral scheme

We are committed to making a positive impact in our community and have recently achieved the globally recognised B-Corp certification. If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application.

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