Paraplanner

1 day ago


City of Edinburgh, United Kingdom Eden Scott Full time

Job Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.
Their employees have won awards and their reputation amongst the best in the industry.
They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
The role will be exceptionally in depth with client facing elements as you become familiar with the firm.
Primarily it will involve; Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts.
Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting.
Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
As a close knit and warm, professional business team collaboration is key - sharing knowledge and making suggestions for improvements if applicable.
To be consider you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported).


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