Paraplanner

Recruiter
Redmill Resourcing
Location
Edinburgh
Salary
£50000 D.O.E.
Posted
05 Dec 2017
Closes
09 Dec 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner A well established and highly reputable firm of Independent Financial Advisers are looking for a bright, enthusiastic and experienced Paraplanner to provide adviser and client support, report writing and research duties. Paraplanner duties include Providing adviser support and administrative duties for the IFAs including: Report preparation including risk calculators and asset allocation Research and analytics Obtaining quotations Valuation Review Preparation and completion of Fact Finds and Risk Profiles Communicating with providers & fund managers for client or product information. When required attend client meetings providing relevant support to build lasting relationships Ensure compliant duties in-line with FCA regulations and internal policies and procedures. Essential : Hold minimum 2 years’ paraplanning with 5+ years working in financial planning office team environment Ideally working towards Chartered status (must hold level 4 Diploma) Excellent report writing skills; ability to analyse numbers and statistics; ability to conduct research for appropriate providers and investments Good understanding of compliance issues Good time management skills Excellent interpersonal and IT skills Ability to work as part of a team and take instruction Approachable by all staff Works well under pressure and to deadlines Ability to be assertive and work on own initiative Salary is competitive up to £50,000 depending on experience & qualifications (min. level 4 Diploma qualified).