Paraplanner
Edinburgh Based
£30,000 - £40,000 DOE
Hybrid Working
We have an opportunity within an established Chartered Independent Financial Advisory practice for a motivated and detail-oriented Paraplanner to join their dynamic team of 20+ financial professionals.
This is an excellent opportunity for an experienced Paraplanner, with strong understanding of financial products and regulations, to grow their career in a supportive, client-focused environment.
The company are privately owned, with multiple office locations across the UK and pride themselves in simplifying the Financial Advice journey for their clients, by providing bespoke financial solutions for their individual needs.
Expectations within the Paraplanner role;
- Create research reports on behalf of the adviser to compare product providers
- Create product illustrations as required
- Research funds to be recommended
- Prepare risk profiling reports and/or matched fund list to demonstrate suitability of funds
- Prepare documentation to be presented to the client by the adviser in the advice process
- Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained
- Ensure that client documentation is signed and dated appropriately
- Scan client file documentation onto the back office system in accordance with guidelines
- Draft suitability reports in accordance with compliance guidelines
- Liaise with Business Quality Control Team regarding outstanding documentation
If you're passionate about providing high-quality financial planning support and want to be part of a forward-thinking, client-centered team, I d love to hear from you.
Apply today and take the next step in your career!
