Senior Financial Services Coordinator
1 week ago
A leading financial advice firm in Edinburgh seeks an experienced professional to support their team as a Paraplanner or Senior Paraplanner. This role is ideal for individuals with a diploma in a related field or those looking to develop their skills internally.
About the Role:
The successful candidate will enjoy flexible hybrid working, exam support, and excellent benefits. As a key member of the team, you will provide technical support, research due diligence on market trends, and negotiate with product suppliers for best rates. You will also process new business applications, develop and maintain client relationships, and ensure provided advice meets regulatory requirements.
Responsibilities:
- Attend client meetings with Financial Planners and Directors as required.
- Communicate with clients on behalf of the adviser when necessary.
- Provide technical support to the team.
- Research and prepare client advice in collaboration with Financial Planners and Directors.
- Prepare client reports and suitability letters.
- Support advisers with client and product research.
- Process new business applications.
- Liaise with product providers to gather pension and investment information and maintain client files.
Requirements:
- Experience as a paraplanner or development potential within an adviser's office or provider.
- Strong back-office systems and platforms experience.
- Excellent report writing skills.
What We Offer:
- An attractive salary package, estimated at £30,000 - £40,000 per annum.
- Hybrid working arrangements.
- Further study support.
- Opportunities for career development and growth.
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