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Paraplanner 12 Months FTC

eFinancial Careers
Job LocationEdinburgh
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time

Job Description

statements of ongoing suitability and annual wealth management reports

  • Responding to client technical queries in relation to a full advice proposition, including offshore bonds, pensions and tax-led investments, as well as drafting report letter commentary and preparing all associated paperwork
  • Responsible for a bank of Wealth Management, Family Office, and Transactional Financial Planning clients
  • Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
  • Liaise with Financial Planning Administrators and Private Client Associates to prepare new client and annual review client packs
  • Maintain compliant advice files in Practice Management System (Xplan)
  • Attend client meetings where appropriate, and draft meeting notes for advice files
  • Liaise with third party stakeholders such as accountants, lawyers and service providers where relevant to provide/obtain information for mutual clients
  • Provide general technical support to Financial Planners and Investment Managers
  • Keep up to date with FCA rules and regulations
  • Complete monthly compliance modules in timely fashion before deadlines
  • Participate in any projects and relevant business initiatives when required
  • Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system)
  • Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
  • Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
  • Other duties, as reasonably required by the line manager and 7IMAbout The Candidate Skills
    • Client focussed, delivering a high standard of client service
    • Must be proactive and able to use initiative
    • High level of attention to detail
    • Enthusiastic and motivated
    • Team player
    • Organised, with good time management
    • Ability to work with minimum supervision whilst managing multiple and conflicting deadlines
    • Willingness to take responsibly and see a task through to completion
    • Adaptive to change
    • Confident and capable communicator
    • Proficient in standard industry advice and research tools, for example: Selectapension, Cashflow Modelling (preferably Voyant), FE Analytics and at least one industry standard Practice Management System
    • Experience of Defined Benefit Pension advice
    • Proficient in MS Word/Excel
    Knowledge
    • Minimum of 2 years in a Paraplanning role
    • Understanding of the annual FCA ongoing suitability process and experience providing support with this
    • Knowledge of Xplan (or similar practice management systems) would be beneficial
    • Good working knowledge of all Microsoft office applications specifically Excel
    Qualifications
    • Candidates must have attained minimum level 4 diploma in financial planning (or equivalent) with desire to achieve level 6 and chartered status
    Other Relevant Information
    • Reports into Paraplanning Team Leader

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