PARAPLANNER

Recruiter
Reed
Location
Edinburgh, Midlothian
Salary
45000 - 55000
Posted
13 Oct 2018
Contract Type
Permanent
Hours
Part Time
Our client is a well-regarded Wealth Management IFA Practice based in Edinburgh City Centre and they are currently looking to recruit an experienced Paraplanner to join their successful team on a part-time or full-time basis. 



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:

 Strong 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:

Ideal candidate will be 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.