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Paraplanner

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 45,000-55,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-322181

Our Client is a well respected Wealth Management IFA practice based in Edinburgh City Centre, they are currently looking to recruit an experienced Paraplanner to join their successful team on a part-time or full-time basis

Paraplanner 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:
* 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:
Level 4 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.

Salary upto £55,000 depending on experience

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