Back Office Support Specialist
19 hours ago
We are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. The successful candidate will have a strong background in finance and excellent communication skills. In this role, you will work closely with Financial Planners and Directors to provide high-quality support to our clients.
About the Position:
This is an exciting opportunity for someone looking to develop their skills and experience within a leading financial advice firm. As a key member of the team, you will be responsible for providing technical support, researching due diligence on market trends, and negotiating with product suppliers for best rates. You will also process new business applications, develop and maintain client relationships, and ensure provided advice meets regulatory requirements.
Duties and Responsibilities:
- Attend client meetings with Financial Planners and Directors as required.
- Communicate with clients on behalf of the adviser when necessary.
- Provide technical support to the team.
- Research and prepare client advice in collaboration with Financial Planners and Directors.
- Prepare client reports and suitability letters.
- Support advisers with client and product research.
- Process new business applications.
- Liaise with product providers to gather pension and investment information and maintain client files.
Essential Skills and Experience:
- Experience as a paraplanner or development potential within an adviser's office or provider.
- Strong back-office systems and platforms experience.
- Excellent report writing skills.
What We Can Offer:
- An attractive salary package, estimated at £35,000 - £45,000 per annum.
- Hybrid working arrangements.
- Further study support.
- Opportunities for career development and growth.
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