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Paraplanner

Job LocationEdinburgh
EducationNot Mentioned
Salary35,000 - 45,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Fantastic New Paraplanner Opportunity in EdinburghHybrid/Remote PositionSalary up to £45K DOE/Qualifications Highly competitive benefits package REED are pleased to be working with a successful Wealth Management Business who are looking for a qualified Paraplanner to join their established team. You will be responsible for offering a first-class service to all clients, providing them with a rangeof investment and retirement products and solutions to meet their financial goals and objectives.Key responsibilities will include:

  • Compilation of suitability reports, to include full analysis and development ofcash flow models
  • Maintain awareness of and act in accordance with all Compliance and legislative obligations
  • Ensuring client business is processed compliantly and in a timely manner
  • Providing full paraplanning support with technical queries to Advisers, the administration team, and Practice Manager
  • Keep advisers updated with progress on cases and liaise with them to expedite completion of advice
  • Liaising with product providers to collect necessary information for replacement contracts
Key skills required:
  • Experienced Paraplanner with excellent report writing skills
  • CII Level 4 DipPFS qualification
  • Highly organised, with excellent communication skills and able to manage multiple channels
  • Strong numerical ability and ability to analyse financial data and performance metrics
If you are a pro-active team player who is adaptable, flexible, and is looking to accomplish new goals, submit your CV to avoid disappointment!

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