Paraplanner
On-siteEdinburgh, Scotland, United Kingdom or Glasgow, Scotland, United Kingdom
Job Summary
Paraplanner role supporting financial advisers and client support teams by researching client financial planning arrangements, conducting investment portfolio analysis with asset allocation in line with risk tolerance, compiling investment, pension and protection illustrations, writing technical suitability reports and client service agreements, and ensuring FCA compliance and internal policies are followed. The position involves reviewing client finances annually, updating financial strategy to reflect changing circumstances, and contributing to a nurturing, growth-focused environment with opportunities for development and an emphasis on accuracy, regulatory compliance, and client service.
Required Qualifications
- 2+ years paraplanning experience
- Level 4 Diploma in Regulated Financial Planning or working towards Diploma
- R0 qualifications in financial planning
- ability to work in a fast-paced environment
- teamwork and collaboration skills
- attention to detail
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