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Location: EDINBURGH, MIDLOTHIAN Salary: Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 4 months ago Reference: 3277818
Reed's client are a very prestigious and well established Consultancy who are actively looking to recruit a Paraplanner for the Edinburgh Branch

Job purpose summary

Responsible for the provision of technical support to Consultants and their team/s to enable Consultants to deliver their role in a technically competent, compliant and efficient way to provide the best possible outcome for the client and to protect the interests of the business. In particular core responsibilities include:

• Assist the Consultant with research and creation of client suitability reports in a timely, accurate and efficient manner.
• Obtain illustrations, related documentation and forms to support suitability reports
• Preparation of draft Drawdown Ongoing reviews
• Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc.
• Prepare client portfolio information and performance data in support of client meetings, visits and presentations, including comparative review documents, pre-review portfolios, update cashflows, income forecasts
• Liaise with product providers/intermediaries with regard to clients’ policy issues as required
• Attend client review meetings with Consultants
• Keep abreast of industry best practice, issues and trends in relation to changes in such matters as legislation, taxation and new product developments
• Assist and support the development of Trainee Paraplanners as required, in addition providing peer review and guidance on draft documentation
• Provide guidance to the Client Services Administrators with complex cases

Knowledge & experience

• Proven experience in a comparable paraplanning role gained within an IFA or equivalent environment focused on holistic financial planning for private clients encompassing pensions, investment and protection
• Experienced in the preparation of suitability reports and client letters across a broad range of products and contract types e.g. IHT, investment (including discretionary mandates), pension transfers, protection, VCTs, EIS etc
• Strong knowledge of research and provider systems (e.g. Sesame, CRM)
• High standard of competency and knowledge of: CRM system and client reporting, previous experience of XPLAN would be preferable (or a comparable package)

• Achieved Certificate in Financial Planning (or equivalent qualification), and making substantial progress towards completing the Diploma in Financial Planning (or equivalent)

For further information, please call Lynn Wilson on 0141 241 4700 or email

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