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