Senior Paraplanner
$150,000–$200,000 year
On-siteEdinburgh, Scotland, United Kingdom
Job Summary
Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, liabilities, and goals, using financial planning software to create detailed plans. Prepare comprehensive reports covering investment analysis, retirement planning, risk management, tax, and estate planning tailored to client objectives. Communicate with clients to gather information, clarify goals, and explain financial plans while ensuring all recommendations adhere to regulatory standards. Assist financial planners in developing investment strategies based on risk tolerance and time horizon, including asset allocation modelling and portfolio construction. Maintain accurate records of client interactions and documentation in compliance with internal policies. Undertake complex report writing, serve as a point of contact for clients, and provide guidance to team members on best practices and industry trends.
Required Qualifications
- Previous background / experience working within a similar role
- strong working knowledge working within a Financial Services organisation
- Excellent communication and interpersonal skills
- Ability to work under pressure and meet deadlines
- Ability to think ahead and be proactive
- Organised with a great eye for detail
- Confident dealing with clients and colleagues written and verbally
- Ethical and professional approach to work
- Ability to maintain positive working relationships
- Approachable, positive with a can-do attitude
Desired Qualifications
- passion to develop further
- Pursue ongoing education and professional certifications
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