Paraplanner
Hybrid · Edinburgh, Scotland, United Kingdom or Melbourn, England, United Kingdom
Job Summary
Senior Paraplanner role based in Edinburgh with hybrid working pattern. Responsible for drafting suitability reports with guidance from the Financial Planner, liaising with Financial Planners to ensure information is complete and accurate for advice, interpreting adviser meetings to prepare suitable recommendations, and providing guidance to advisers on cases to support good consumer outcomes. Maintain paraplanning tools and reference material, ensure data quality and compliant performance, update workflow records, and manage workloads with the Line Manager. Includes coaching/mentoring Paraplanners, running own caseload, obtaining data and illustrations for client recommendations, and maintaining technical and FCA COB knowledge to support a best-in-class wealth management service. Proactive opportunities to improve paraplanning processes and deliver a high standard of customer experience in line with group processes.
Required Qualifications
- Level 4 Diploma in Financial Planning
- 1+ years’ experience in a Paraplanning role
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
- Excellent written and oral communication skills
- Methodical and highly organised
- Accurate with good attention to detail
- Coaching and mentoring
- Ability to liaise with colleagues in an articulate and pleasant manner
- High degree of numeracy
- Enthusiasm
- Ability to work under pressure and manage own workload
- Ability to work as part of a team and to learn new skills/knowledge
- Excellent time management skills with an ability to work to deadlines
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.