The Role
Our client is seeking a Paraplanner for this critical role, working and supporting high-performing Advisers as part of a growing support team. You will perform all the expected paraplanner duties within a fun and dynamic team. The position is based in Edinburgh, Glasgow, Aberdeen, or Perth.
The Business
Our client is a reputable Financial Planning firm that prides itself on client care and tailored solutions. They maintain long-standing relationships with many clients and have an excellent client-retention rate. The firm has experienced consistent growth over recent years, embraces technology, and values technical knowledge and high customer service standards.
Responsibilities
1. Undertake investment portfolio analysis, including asset allocation aligned with clients' risk profiles.
2. Compile investment, pension, and protection illustrations, projections, and related documentation.
3. Prepare suitability reports and client service agreement letters, and assist in checking valuations.
4. Ensure client files comply with FCA regulations and internal policies.
5. This role involves full paraplanning duties within an IFA environment.
Requirements
1. Possess relevant financial qualifications and be working towards the Certificate in Paraplanning or Level 4 Diploma in Financial Planning.
2. Have previous experience as a Paraplanner.
3. Be confident working alongside advisers, providing relevant advice on new and existing client queries.
Benefits
Good benefits package.
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