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My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office
THE ROLE
* Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
* Conduct thorough technical research to support financial recommendations
* Maintain accurate and up-to-date client records
* Attend client meetings to support Financial Planners in presenting cash-flow modelling and addressing technical queries
* Manage processes and tasks in compliance with FCA guidelines and internal procedures
* Assist in the preparation of client presentations and supporting documentation
* Stay abreast of industry developments, regulatory changes, and best practices in financial planning
Qualifications:
* Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent
* Experience in paraplanning
* Strong understanding of financial planning principles and processes
* Excellent written and verbal communication skills, with the ability to explain complex financial concepts
Salary & Benefits:
* Private medical insurance
* Life assurance
* Pension contribution
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
* Fully funded training towards professional qualifications
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