Job Description
Paraplanner Opportunity - Edinburgh
Hybrid - 2 Days Work from Home
Are you an experienced Paraplanner ready to take the next step in your career? Join our client’s dynamic team and embark on a journey towards developing your career as a Paraplanner.
Role Purpose:
Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients’ services professionally and in compliance with FCA regulations.
Core Duties and Responsibilities:
Preparation of Recommendations:
* Discuss client objectives and recommendations with Financial Planners
* Conduct tax planning calculations and assess provider communications
* Utilise investment and product research systems like Voyant and FE Analytics
* Prepare written recommendations and maintain client files
* Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations
* Perform cash flow planning analysis
Other Tasks and Functions:
* Maintain and improve research systems and processes
* Provide technical support to Financial Planners
* Adhere to compliance requirements and procedures
* Share knowledge and experience with other Paraplanners and trainees
* Assist in planning and delivering client information sessions and business development events
* Promote the business externally and build a network for future growth
Knowledge and Experience:
* Diploma level 4 qualification with previous paraplanning experience
* Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients
* Strong understanding of markets, asset types, and investment risks
* Proficiency in desktop applications (Microsoft Word, Excel, Outlook)
* Experience with Intelligent Office preferred.
Why Join Our Clients Team?
* Highly competitive salary DOE - discretionary bonus
* Hybrid and flexible working - 2 days' work from home
* Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering
* Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits
* Career Growth - progression opportunities with comprehensive support and training
* Dynamic Environment - work with a collaborative team dedicated to excellence
* Professional Development - continuous learning opportunities and CPD activities
* Engage in a role that values - flexibility and adaptability
Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .