Paraplanning Professional

2 months ago

Edinburgh, Edinburgh, United Kingdom Progeny Full time
Progeny is a dynamic and forward-thinking firm that is experiencing a period of significant growth and expansion. As a result, we are seeking a skilled Paraplanner to join our team in Edinburgh and contribute to the delivery of exceptional client outcomes. This is an exciting opportunity for a motivated and detail-oriented individual to play a key role in supporting our Financial Planners and helping to drive the success of our business.

As a Paraplanner, you will be responsible for providing vital support to our Financial Planners, creating and compiling high-quality financial planning reports, and conducting research on financial strategies, plans, and products. You will utilize your industry knowledge and excellent written communication skills to play a key role in supporting the values, goals, and aspirations of our clients.
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.

What We Offer
  • 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 a forward-thinking firm that uses technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. We believe that we all have the power to make good things happen and want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities and have recently achieved the globally recognised B-Corp certification.

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