Paraplanner - Join Our Client's Growing Team in Inverurie
Eden Scott is delighted to support our longstanding client in recruiting an experienced Paraplanner to join their team in Inverurie.
Our client provides bespoke consultancy advice to commercial and private clients, offering independent advice from across the market to find the most suitable products and services.
The successful candidate will work closely with existing Paraplanners to support Advisers in managing a portfolio of clients, gaining a broad exposure to financial planning matters.
Key Responsibilities:
* Compile suitability reports detailing recommended advice to suit client needs
* Use various providers' systems for carrying out specific client actions, including rebalancing, fund switches, withdrawals, and amendments to income
* Complete Fund, Model, DFM, and Platform research and analysis
* Carry out product analysis and comparisons
* Instruct the IFA Administrator to proceed with preparation of the pack for the client
* Provide technical support to advisers and administrators regarding complex planning matters
* Implement recommendations
* Prepare reports for client review meetings
* Update client information and relevant spreadsheets
* Build and maintain client relationships
* General administration
About the Role:
This is an exciting opportunity to join a growing business and work with a talented team to deliver exceptional client service.
Requirements:
* Demonstrable knowledge and experience of Paraplanning, including knowledge of back-office systems such as Intelligent Office (I.O.) FE Analytics, Cashflow Modelling, Wrap comparators, etc.
* Organised, analytical, and able to follow direction with attention to detail
* Integrity, intuition, flexibility, and ability to work as a member of a team
* Preferably holding the Diploma in Regulated Financial Planning
A competitive salary and annual bonus are on offer, along with hybrid working as an option.