Junior Paraplanner

Job
91058

Location
Edinburgh

Salary
£30,000 - £40,000 Per Annum

Employment Type

Permanent

• Location:
  
  Edinburgh , Midlothian
• Type:
  Permanent
• Job #91058
• Salary: £30,000 - £40,000 Per Annum

Working closely with Financial Advisers and the wider paraplanning team, you’ll provide technical and administrative support across the financial planning process.

• Supporting Advisers with the preparation of client suitability reports and recommendations
• Preparing valuations, illustrations and client meeting packs
• Assisting with research into pensions, investments and protection products
• Conducting product and fund research
• Supporting with cashflow modelling and financial planning analysis
• Preparing and maintaining client records
• Liaising with providers and third parties
• Assisting Senior Paraplanners with more complex cases
• Ensuring all work is completed accurately and in line with regulatory requirements
• Developing your technical knowledge and paraplanning skills through on-the-job training

We’re looking for someone who is keen to develop a career in paraplanning and financial planning
.

• IFA Administrator
• Financial Planning Administrator
• Junior Paraplanner
• Trainee Paraplanner
• Client Services Administrator within wealth management

Ideally, you’ll have some exposure to financial services and an understanding of pensions, investments and/or financial planning.