Premier Jobs UK Limited
Edinburgh Technopole, UK
23 Jul 2019
31 Jul 2019
Contract Type
Full Time
Are you an experienced Paraplanner with desire to work for a prestigious Wealth Management firm?

The Company

This leading wealth management firm encompasses financial planning and investment management and focuses on the long-term for both their clients and colleagues. Their culture is of great importance to them, which has been demonstrated throughout their impressive history.

Duties of a Paraplanner

As a Paraplanner, you will be closely supporting your regional Financial Planners to provide expert wealth management to their HNW and UHNW clients. Your duties will include:
  • Analyse clients' aims and needs to construct solutions as a tool for the Financial Planners to communicate with clients
  • Prepare and write the suitability reports
  • Produce robust financial plans and analytical information
  • Liaise with the administration team to facilitate the smooth processing of new and existing business
  • Support the preparation of client reviews and new client meetings
  • Attend client meeting with the Financial Planner, where required

Requirements to be considered - Paraplanners
  • You must hold the Level 4 Diploma in Regulated Financial Planning or equivalent
  • You must have experience of writing and producing suitability reports in your role as a Paraplanner
  • Able to meet deadlines
  • Clear and concise communication skills
  • Flexible and reliable team member
  • Ability to work on own initiative to achieve required results
  • Collaborative and inclusive approach to work

Benefits for their Paraplanners
  • Salary up to £40,000 for vacancies outside London
  • Salary up to £45,000 for London based position
  • Company benefits provided with discretionary bonus
  • Formidable opportunity to work within a highly respected name
  • Ethical firm with strong people-based culture and social responsibility
  • Focused on every individual joining the business feels valued and encouraged to be successful, therefore aim for their colleagues to stay for the long term, for the right reasons

  • Edinburgh
  • London
  • Reigate

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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