My client is one of the UK's leading Independent Investment and Wealth Management firms with an enviable industry reputation. Due to an internal move they currently seek a talented Paraplanner to join their Edinburgh Wealth Management team. Duties will include:
* Preparation and production of reports for annual client reviews
* Handling requests from advisors
* Compiling provider comparison analysis for potential and existing clients
* Accurate recording of data on Intelligent Office
* Undertake product research and analysis
* Producing "reason why" letters
* Ensuring that compliance and corporate standards are met
* Collating and compiling accurate MI
* Liaising with clients and product providers
Applicants are likely to possess circa 5 years plus in a similar role with high levels of technical and product knowledge. You will be able to use financial planning tools and modelling software in order to produce insightful client reports. You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients.
This is a great opportunity to work with one of the UK's longest established financial institutions offering a generous remuneration package, hybrid working and a friendly team environment