Financial Planning Professional

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Premier Jobs UK Limited Full time

As a key member of our team at Premier Jobs UK Limited, you will play a vital role in supporting our Financial Advisors in providing exceptional client service and ensuring compliance with industry regulations.

Key responsibilities will include:

  • Preparing and maintaining accurate and up-to-date client files and reviews
  • Developing and implementing effective cash flow models
  • Conducting research to identify suitable financial planning solutions for clients
  • Preparing comprehensive recommendations and suitability reports
  • Identifying opportunities for further financial planning and growth
  • Building and maintaining strong, professional relationships with clients

In this role, you will have the opportunity to work in a dynamic, inclusive team culture that prioritizes client retention and satisfaction. We are seeking an experienced Paraplanner who is passionate about their profession and committed to delivering exceptional results.

Requirements:

  • At least 3 years of experience as a Paraplanner
  • Excellent suitability report writing skills
  • Experience with cash flow modelling an asset
  • Diploma in Financial Planning or equivalent qualification
  • A strong passion for financial planning and a commitment to delivering exceptional client service


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