Paraplanner - Edinburgh

Basic of circa £35,000 - Financial Advice
Ref: 441 Date Posted: Tuesday 16 Jul 2019
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Job Title:                 Praplanner

Location:                 Edinburgh

Remuneration:        Basic of circa £35,000 + benefits and bonus

National Wealth Manager is looking for a part-qualified paraplanner who is looking to develop their career.  They will assist you with the completion of your exams and gaining further qualifications, while offering many opportunities to develop your career in many ways and on a national basis.

Description

This role is responsible for the provision of technical support to enable Planners to deliver their role in a technically competent, compliant and efficient way to provide the best possible outcome for the client.  

Knowledge & experience

  • Proven experience in a comparable paraplanning role gained within an IFA focused on holistic financial planning for private clients encompassing pensions, investment and protection
  • Experienced in the preparation of suitability reports and client letters across a broad range of areas e.g. IHT, investment (including discretionary mandates), pension transfers, protection, VCTs, EIS etc.
  • Strong knowledge of research and provider systems
  • High standard of competency and knowledge of:
    • CRM system and client reporting
    • IT systems and software (Microsoft Word and Excel) including provider websites for processing

This is an excellent opportunity for a part qualified paraplanner to work on detailed and complex financial planning reports while completing your exams and gaining further experience.

For further details please call David Hill on 0797 9996365, or email david@keillar.com

 

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