Sutherland independent is a leading, client centric independent chartered advisers based in central Edinburgh. During a period of growth and expansion they are recruiting for an additional paraplanner within their dynamic team. At the heart of all they do, they focus on providing clear, honest and upfront advice to clients. Team, company culture is paramount as is your alignment to their vision.
In the role you will provide technical expertise to support the advisers in delivering the best value to clients. Responsible for drafting all written communications, as well as being responsible for all the quantitative content of the bespoke Financial Plans all in line with their "tone of voice" in a compliant manner - engaging with your adviser and client throughout. Key parts of the role will include writing reports, being involved in meetings, utilising and keeping up to speed with systems along with having the opportunity to bring fresh ideas for the companies' future.
To be considered you will need to be Level 4 Diploma qualified or be close to obtaining with experience. In addition, you will require detailed understanding of existing Sutherland Independent processes, interest and thought as to how these processes might be continually improved.
As such, you will need to have, or achieve, a working knowledge of:
- Cashflow modelling software - currently Truth
- Intelligent Office, Volume, Select-a-Pension, O&M Profiler, Dynamic Planner
- Platform and provider websites, Protection cover comparison sites
- Microsoft office - word (moderate), excel (basic)
- TVAS software (if you are a paraplanner who is fully qualified to write Occupational Pension reports -- and your CPD continues to be up to date)
Fundamentally "team fit" is vital for them so they could consider a junior paraplanner looking to take their next step with an ambition to learn.
In return they are offering an attractive salary and package depending on experience along with a chance to be a part of their prestigious team. Exam support is also encouraged as is a future career with them in line with what you wish to achieve. Please get in touch/apply ASAP to discuss in more detail with Alison Curran in the strictest of confidence, virtual interviews taking place - 07919602438.