Paraplanner - Scotland

tPS Recruitment

Posted 4 days ago, valid for 17 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

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Sonic Summary

Our client is looking for a qualified Paraplanner to support high-performing Advisers in Edinburgh, Glasgow, Aberdeen, or Perth.
The role involves performing various paraplanner duties within a dynamic team, focusing on investment portfolio analysis and client documentation.
Candidates should have previous experience as a Paraplanner and be working towards the Level 4 Diploma in Financial Planning.
The position offers a competitive salary and a good benefits package, emphasizing client care and tailored solutions.
This is an opportunity to join a growing financial planning firm known for its excellent client retention and technical expertise.

Paraplanner - Edinburgh, Glasgow, Aberdeen or Perth
Hybrid working pattern
Qualified Paraplanner

The RoleOur client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. Based Edinburgh, Glasgow, Aberdeen or Perth The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.Responsibilities Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to riskCompile investment, pension and protection illustrations, projections and associated documentationPrepare suitability reports, and client service agreement letters and assist in checking valuationsEnsure client files comply with both FCA regulations and internal policy and procedureOverall, this is a full Paraplanner role within an IFA environmentRequirementsHave secured a number of financial qualifications and striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning Have previous experience of working as a Paraplanner Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries BenefitsGood benefits package

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Paraplanner - Scotland

Sales Valuer

Paraplanner

Senior Paraplanner