A really exciting opportunity has arisen for a Trainee Paraplanner within this large IFA business based in Edinburgh.
You must have some experience in the IFA industry and be working towards your diploma in financial services.
The role will involve:
1. Report writing for a variety of financial services products including ISAs and pensions
2. Platform work including switches on Quilter/Transact/Parmenion
3. Developing and maintaining effective relationships with clients, colleagues, and product providers
4. Being the point of contact for Advisers, Clients, Insurance Companies, and third-party providers
5. Receiving incoming calls and dealing with or redirecting them appropriately
6. Maintaining accurate client records on Intelligent Office (IO)
7. Updating client information on Intelligent Office and informing advisers accordingly
8. Uploading all client correspondence to Intelligent Office, following company procedures and correct client allocation
9. Providing timely valuation tables and review packs to advisers, ensuring information is current and accurate
10. Asking the correct questions to gather full and up-to-date client plan details
11. Working towards and gaining support to become a full Paraplanner
In return, you will receive an excellent salary, bonus, and the opportunity to join one of Scotland's fastest-growing IFA businesses.
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