Wealth Management Specialist

4 days ago


Queen Street, United Kingdom Construction & Property Recruitment Full time
Key Responsibilities:

• Collaborate with IFAs to support client work, leveraging Fact Find documentation to progress client objectives.

• Conduct thorough market research to identify suitable solutions for clients and establish the most effective approach for each client case.

• Maintain a strong understanding of compliance and regulatory requirements to ensure the firm operates within the FCA's guidelines.

• Prepare clear, easy-to-understand reports detailing the suitability of recommendations.

• Manage application submissions and resolve any arising issues to guarantee timely and correct completion of work.

• Prepare for client reviews and generate performance analysis, including cash flow forecasts, as required.

• Support the firm at industry meetings, client meetings, and junior employee development.

• Review and provide feedback on individual reports.

This role is an exciting opportunity for a skilled Paraplanner to join a leading Wealth and Asset Management Firm in Edinburgh. We are seeking a dedicated professional to support our team in delivering exceptional client service and driving business growth.
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