Role: Assistant Paraplanner Location: Edinburgh Salary: Up to £30,000
2-3 days a week in the office
This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
Due to growth, this company have an exciting opportunity for someone to join the Assistant Paraplanner team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. This is a central role that supports the Advisers and Paraplanners of the business.
Role responsibilities include:
- Obtain information for Paraplanners and Advisers, utilising software such as IRESS
- Issuing LOAs, chasing providers, and liaising with the Paraplanners on this
- Producing new business illustrations
- Utilise the back office system to record client data
- Understanding the regulatory framework, and abiding to FCA regulations
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
What's on offer?
- Discretionary Annual Bonus
- 10% Employer Pension Contribution
- Private Medical Insurance
- Life Assurance
- Annual Leave - minimum of 25 days
- Additional days off at Christmas
- Discounted gym membership
What's needed for me to be considered?
- Previous experience within Financial Planning in an Adviser or Paraplanner support role
- Ideally working towards the Level 4 Diploma in Regulated Financial Advice, or a view to start with this
- Understanding of the full financial planning advice process
- Strong communication skills
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory