Eden Rose
Junior Paraplanner
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Job Ref
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
The Role
Working closely with Financial Advisers and the wider paraplanning team, you’ll provide technical and administrative support across the financial planning process.
Responsibilities Will Include
- 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
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About You
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We’re looking for someone who is keen to develop a career in paraplanning and financial planning.
You May Currently Be Working As
- 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.
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