Paraplanner Experienced Paraplanner required by a growing wealth management company in Edinburgh, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clients Preparing for client meetings including checking that all compliance paperwork is present Attending client meetings and taking minutes Analysing and interpreting data obtained during client meetings Analysing client's existing products to determine whether they meet the client's current objectives Fund performance comparisons Preparing product comparisons and analysing comparison illustrations Preparing cashflow plans using Voyant Software Preparing draft recommendation reports in line with the Company's compliance procedures Analysing client's asset allocations and providing recommendations for rebalancing where necessary Completing the FCA pension switching and replacement product templates Maintaining client files in line with company standards Building and maintaining client relationships through face to face and written/telephone communication In return you will receive: Competetive salary 3x DIS and 4% ER and 4% EE pension Full exam support with bonus incentive 28 days annual leave plus Easter bank holiday & 2-week office closure over Christmas Dress for your day policy Cycle to work and travel loan available on request To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.