Our client is a reputable and professional firm with a client base spanning across Scotland and more than one office. They require an experienced Paraplanner to work from one of their offices due to increasing business from a steady stream of enquiries and referrals for their advisers, along with recruiting another adviser to the team.
This is a genuinely rare role, as it is the first time they have recruited for such a position, mainly due to their low staff turnover.
The role itself will be heavily involved with the Financial Planners, with the option to be involved in client meetings. They can be flexible regarding the person profile, but ideally, they seek someone to act as the go-to person in the technical team, able to add value from day one. The new Paraplanner would act as an ambassador for the Financial Advisers (Chartered) when they are unavailable, along with picking up ad hoc enquiries for clients, so a capable and mature nature is required.
As a Paraplanner, you would also be involved in creating suitability reports, 'reasons why' letters, and ensuring all work is carried out in line with Compliance and RDR requirements as expected. You could also be involved in training and mentoring less experienced administrators if desired.
Ideally, the successful individual will be diploma qualified, experienced in whole of market IFA work (if not a provider), and currently working as a Paraplanner or Senior Administrator wanting to make a step up.
However, due to the nature of the business and the importance of a 'team fit', there is a degree of flexibility for the right individual. Pension exams, e.g., AF7, Intelligent Office experience, and any knowledge of Standard Life, AJ Bell, or Old Mutual platforms would be beneficial but not prerequisite.
They are authorized in DB transfers and are finding increasing workloads in pensions, but a strong knowledge of Pensions and Investments is fundamentally needed.
In return, they offer an attractive package and salary, which our client can accommodate for the successful applicant. This is an imperative recruit, and as it is the first time recruiting for several years, they are not set on budgets.
Part-time working is available if needed, and if there is a commute from Edinburgh, the option to work from there a couple of days a week is available.
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Created on 26/01/2025 by TN United Kingdom
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