Purpose
Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients.
Responsibilities
* Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation.
* Creating Statements of Suitability for clients post meeting and ensuring the annual review process is completed.
* Producing new business reports including ISA/GIA top ups and pension transfers.
* Creating ad hoc letters for clients including fund switches and withdrawals.
* Support the Advisers with new business processing and onboarding journey on the CRM system.
* Maintain compliant advice files in Practice Management System (Xplan).
Knowledge & Experience
* Experience in report writing is essential.
* Experience in a Financial Services company.
* Product knowledge of pensions, bonds and other wrappers.
* Experience in the onboarding journey of a new client.
* Good working knowledge of all Microsoft Office applications, specifically Excel.
* Good knowledge of operational administration including settlement and transfers.
Qualifications:
* CII Level 4 Financial Planning qualification or working towards.
This role is based in Edinburgh for a Paraplanner on a 12 months Fixed Term Contract.
#J-18808-Ljbffr