Title: Paraplanner
Type: Permanent
Hours: Full Time (part time also considered)
Salary: £30,000 - £40,000 (depending on experience/qualifications)
Details:
Our client has an excellent opportunity for a talented Paraplanner to join the team based in Inverness to support a team of Independent Financial Advisers. We are keen to hear from individuals who share values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
Duties include:
* Supporting a team of Independent Financial Advisers, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
* Carry out research and produce reports.
* Manage a portfolio of client files, updating and maintaining records accurately.
* Ensure compliance with regulations in relation to GDPR and any additional data laws.
* Additional ad hoc administrative support including preparing documentation and correspondence.
* Liaising with clients and dealing with general enquiries.
Find out if this opportunity is a good fit by reading all of the information that follows below.
Person specification:
* Relevant paraplanning experience and/or qualification.
* Keen to progress a career in financial services and undertake additional professional development opportunities.
* Excellent communication skills and the ability to liaise with others in a polite and professional manner.
* Capable of working with accuracy and attention to detail.
* Up to date knowledge of financial service sector regulations.
* Strong IT Skills including MS Office.
* Ability to learn new skills and systems with ease.
* Ability to prioritise a busy and varied workload.
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