Utopian Professional Recruitment are delighted to be working in partnership with a highly reputable wealth management company who are looking to appoint a Senior Paraplanner to join them on a full time, permanent basis. Located within their beautiful Edinburgh City Centre offices, this is an outstanding opportunity to join a dynamic and forward-thinking organisation who truly value their clients and colleagues alike. The purpose of this role will be to support the Financial Planners and Administrators in an effective and professional manner whilst working towards the company vision and objectives. Your key responsibilities will include: Conduct in-depth analysis of clients' financial situations, including their income, expenses, assets, liabilities, and financial goals. This analysis may involve using financial planning software and tools to create detailed financial plans. Prepare comprehensive financial planning reports, including investment analysis, retirement planning, risk management, tax planning, and estate planning. These reports should be tailored to meet the specific needs and objectives of each client. Communicate with clients to gather necessary financial information, clarify their financial goals and objectives, and explain the details of their financial plans. Stay informed about relevant regulations and compliance requirements in the financial services industry, ensuring that all financial plans and recommendations adhere to regulatory standards and guidelines. Conduct research on various financial products, investment options, and strategies to support the development of sound financial plans. This may involve evaluating investment opportunities, analysing market trends, and assessing the performance of different asset classes. Assist financial planners in developing suitable investment recommendations and strategies based on clients' risk tolerance, time horizon, and financial objectives. This may include asset allocation modelling, investment selection, and portfolio construction. Maintain accurate records of client interactions, financial plans, recommendations, and other relevant documentation. Ensure that all client files and records are organised and up-to-date, in compliance with internal policies and regulatory requirements. Stay abreast of developments in the financial services industry, including changes in regulations, tax laws, investment products, and financial planning strategies. Pursue ongoing education and professional certifications to enhance skills and knowledge. In addition to working as part of the team and covering the tasks above, this role will undertake the following: Report Preparation: Undertake complex report writing. Client Communication: Often serve as a point of contact for clients and may participate in client meetings alongside financial planners. Conduct analysis and research on more complex financial products, investment options, and strategies to support the development of sound financial plans. Provide guidance and support to paraplanners or other team members, sharing knowledge and best practices related to financial planning processes, software tools, and industry trends. Coordinate tasks and deadlines effectively to ensure timely completion of client deliverables and administrative responsibilities. Prioritise tasks based on urgency and importance, delegating tasks as appropriate within the team when requested To be considered for this opportunity, our client does require the following background / experience: Previous background / experience working within a similar role, or strong working knowledge working within a Financial Services organisation with the passion to develop further Excellent communication and interpersonal skills Ability to work under pressure and meet deadlines Ability to think ahead and be proactive Organised with a great eye for detail Confident dealing with clients and colleagues written and verbally Ethical and professional approach to work Ability to maintain positive working relationships Approachable, positive with a can-do attitude Benefits Excellent starting salary which will depend upon your experience This is a full time, permanent opportunity working Monday to Friday from 9am to 5pm Group Pension scheme Death in Service and a Flexible Benefits Package which include Buy and Sell Holidays, Cycle2Work Scheme, PMI, Health Cash Plan, Dental Cover & Retail Discounts Next Steps For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible. To keep up to date with current opportunities be sure to follow the Utopian Professional Recruitment page on LinkedIn, Instagram & Facebook Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position. Equal Opportunities Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.