Trainee Paraplanner

6 days ago

Edinburgh, United Kingdom Calton Wealth Management Full time

**Forward Thinking Wealth Management Firm requires Ambitious Paraplanner**

We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO’s belief that putting client’s needs and aspirations at the heart of what we do will enable us to change lives. We place huge value on honestyand reliability, this is core to how we do business with our clients and with each other. Our growing office is based in Edinburgh’s charming West end and we are now fully in scale mode. We have an expanding team of advisers who require a Trainee or Juniorparaplanner to support all paraplanning and admin activities for the new business that we are bringing in as well as servicing our existing clients. We place high expectations on ourselves in the way that we deliver for our clients and always look to offera best in class experience.

An eye for detail and someone who genuinely cares about our clients and enjoys working in a fast paced environment will thrive in this role. If these are values that you feel you align with then we would love to hear from you. Whilst there are many essentialduties that make up this role (some are listed below) we believe that it is important for you to be involved in client planning from the start. You will have the opportunity to sit in on client meetings and you will see the effect of the advice that you willbe an integral part of providing. There will be opportunity for the right person to continue to grow and develop with the business.

To hit the ground running you’ll need some financial services experience as an administrator or in another paraplanning role. Experience of Intelligent Office, Cashcalc, Timeline and Adviser Asset is an advantage but not essential. Some core responsibilitieswill include:

- Assisting with the fact find process,
- Helping clients with non-advice queries,
- Drafting cashflow models,
- Product research,
- Maintaining client files,
- Preparing annual review packs.

In return, we will offer:

- Flexibility in the role, the role may be hybrid at times and we will ensure that you have what you need to work from home,
- Paid study and time off for exams,
- The opportunity to progress into an advice role as the firm continues to grow,
- Private medical cover,
- Generous employer pension contribution,
- A day’s paid leave on your Birthday (or closest working day),
- Discretionary bonus scheme,
- Generous Income Death in Service cover.

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