Senior Financial Analyst
2 days ago
We are seeking a highly skilled and experienced Paraplanner to join our Wealth team in Scotland. As a key member of our technical team, you will be responsible for producing compliant suitability reports, complex cashflow models, and market comparisons.
The successful candidate will have a strong attention to detail, excellent communication skills, and the ability to prioritise tasks effectively.
We offer a competitive salary of £40,000 - £50,000 per annum, depending on experience, as well as a range of benefits including hybrid working arrangements, professional development opportunities, and a comprehensive pension scheme.
Key Responsibilities- Produce compliant and detailed suitability reports for Level 3 solutions
- Prepare complex cashflow models for existing and new cases
- Carry out market comparisons and research in line with level 3 solutions
- Maintain full and compliant records in support of recommendations prepared
- Holds Diploma in Financial Services and working towards / interested in gaining their Advanced Diploma
- Relevant experience within a financial planning firm as a paraplanner, with experience of: Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments
- Experience in training and supporting team members
- Strong attention to detail and accuracy
- Good IT Skills including working knowledge of MS Office
- Ability to prioritise and have good communication skills
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