Paraplanner
Locations: can be based in Glasgow or Edinburgh
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 cashflow 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:
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Fully funded training towards professional qualifications