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Paraplanner

Job LocationEdinburgh
EducationNot Mentioned
Salary30,000 - 40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisors based in Edinburgh. Ideally you will be Diploma qualified or close to it, and will be responsible for assisting the IFAs within the business,in the preparation of suitability reports and research.You will be given the opportunity to implement your own ideas and grow ad develop your own knowledge throughout.Duties and Responsibilities:Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCAProcess and deliver Suitability reports for Financial Planners within the businessProvide recommendations to clients on Investments, Pensions and Mortgages based on your own research and to be able to support these recommendations with a coherent explanationWork effectively autonomously or as part of a teamRespond efficiently and effectively to requests from Company advisers and ManagementAssist in analytic work, including cash flow forecasting and investment analysisUse of financial planning software toolsDevelop productive working relationships with colleagues and clientsSkillsPrevious experience within an IFA practice environmentIdeally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualificationGood technical knowledge of Pensions, Investments and MortgagesKnowledge and practical experience in the application of the rules of the FSA/FCA

Keyskills :
ParaplanningIndependent Financial Advicefinancial planningtechnical paraplanner

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