Job Description
Paraplanner
Location: Edinburgh
Salary: £40,000 - £50,000
A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Responsibilities:
* Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes.
* Prepare complex research and recommendations across a wide range of Financial Planning solutions.
* Prepare findings ahead of client meetings.
* Preparing suitability reports based on suitable client outcomes.
* Ad hoc project work
Skills & Qualifications:
* Attained or working towards the Diploma in Regulated Financial Planning.
* Experience working in a financial services environment.
* Strong understanding of financial products and services.
* Excellent administrative, research, report writing