Senior Financial Planning Coordinator
2 days ago
We are seeking a talented Paraplanner to join our team in Edinburgh, where you will provide support to our Financial Planners and deliver a positive experience for our clients. As a key member of the team, you will be responsible for preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.
About the RoleThis is an exciting opportunity to work with a leading integrated wealth management and professional services group, offering a wide range of financial and professional services to individuals, family trusts, and businesses. You will have access to a structured training programme, enabling you to excel in your career and develop new skills.
Key Responsibilities- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Conduct technical research and ensure client records contain sufficient Know Your Client information
- Collaborate with Financial Planners to deliver a positive client experience
- Attend client meetings to support the Financial Planner in delivering cashflow modelling
To be successful in this role, you should have:
- A Level 4 qualification in Financial Planning (CII, Diploma in Financial Planning/Regulated Financial Planning)
- A strong understanding of financial planning principles and FCA guidelines
- Demonstrable experience of paraplanning with a proven track record of delivering written financial advice
- Excellent communication skills and the ability to explain complex issues in writing and face-to-face
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