Location
Edinburgh
Salary £29000 - £29000 TypePermanent WorkplaceHybrid Ref89049
Recruiter Managing This Role
Role: Assistant Paraplanner
Location: Edinburgh
Salary: Up to £29,000
2-3 days a week in the office
This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This company have an exciting opportunity for someone to join the Assistant Paraplanner team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. This is a central role that supports the Advisers and Paraplanners of the business.
Role responsibilities include:
1. Obtain information for Paraplanners and Advisers, utilising software such as IRESS
2. Issuing LOAs, chasing providers, and liaising with the Paraplanners on this
3. Producing new business illustrations
4. Utilise the back office system to record client data
5. Understanding the regulatory framework, and abiding to FCA regulations
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
Whats on offer?
6. Discretionary Annual Bonus
7. 10% Employer Pension Contribution
8. Private Medical Insurance
9. Life Assurance
10. Annual Leave minimum of 25 days
11. Additional days off at Christmas
12. Discounted gym membership
Whats needed for me to be considered?
13. Previous experience within Financial Planning in Administration, or Junior Paraplanning (or similar)
14. Ideally working towards the Level 4 Diploma in Regulated Financial Advice, or a view to start with this
15. Understanding of the full financial planning advice process
16. Strong communication skills