TECHNICAL PARAPLANNER

Recruiter
Reed Insurance
Location
Edinburgh
Posted
12 Oct 2018
Closes
10 Nov 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is a well-regarded Wealth Management IFA Practice based in Edinburgh City Centre and they are currently looking to recruit an experienced Technical Paraplanner to join their successful team on a part-time or full-time basis. Responsibilities: * Preparation of Suitability Reports * Liaising with product provider to collate pension and investment information for replacement contracts * To provide technical support to the team with paraplanning and research support * Carrying out market research on behalf of adviser prior to meeting * Assist in the on-going due diligence reviews of investment funds and Platforms * Provide appropriate support to the Financial Adviser Experience:  Strong Paraplanning experience within an IFA  Experience in Pensions and Investments  Excellent report writing skills  Experience of using research tools such as FE Analytics  Experience in Intelligent Office would be advantageous Qualifications: Ideal candidate will be Diploma qualified You will be a dynamic, hard working and committed with excellent communication skills together with a motivated. You must be focused, with a keen eye for detail and be able to stick to deadlines whilst managing and prioritising your own workload.

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