An exciting opportunity has arisen for an experienced Paraplanner to be based in the Dundee office for one of the top practices in Scotland.
Main purpose of the job
To support the financial planners in their dealings with clients alongside the business support team.
Responsibilities
* Assist Financial Planners to prepare for client meetings
* Attend client meetings where appropriate
* Produce research on behalf of Financial Planners
* Produce illustrations, cashflow, product information for Financial Planner
* Assist in the preparation of clients' existing investments, attitude to risk, asset allocation, produce review packs ahead of meetings etc
* Produce client review reports, suitability reports and other correspondence
Qualifications
* CII Level 4 Diploma in Regulated Financial Planning or equivalent or working towards
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