Paraplanner - Edinburgh

Basic to £40,000 - Financial Advice
Ref: 345 Date Posted: Wednesday 15 Nov 2017
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Role:                 Wealth Management Paraplanner

Location:            Edinburgh

Salary:                Basic to £40,000 + bonus + benefits

Opportunity:

To join an established Wealth Manager in the centre of Edinburgh that offers a full service proposition to its clients.  Clients that includes, individuals, Charities, Pension Funds, Trusts, both onshore and offshore.  You will be involved with financial planning and investment management and you will have dedicated admin support allowing you to focus on your role within the team.

In terms of development you may choose to specialize, become a financial planner, or become an investment manager, in Edinburgh or nationally.  This can be the start of the journey.

Job Description:

Prepare written advice and provide technical research services to a team of Financial Planners.  Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. 

Key Responsibilities:

Develop and maintain effective relationships with clients and colleagues.

Prepare suitability reports appropriate to level of experience and under relevant supervision

Ensure all relevant compliance paperwork has been carried out.

Carry out technical research as part of the existing arrangement review process.

Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.

Ensure that client queries are appropriately investigated and accurate responses given.

Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.

 

Skills and Qualifications:

Excellent standard of education and likely to be already Diploma qualified.

Proficient IT skills in core Microsoft Office systems.

Organisation and prioritisation skills.

Excellent verbal and written communication skills with an eye for detail.

 

Please call David Hill on 0797 999 6365, or email david@keillar.com for further information.