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Reed
,
Edinburgh, City of Edinburgh
Paraplanner
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
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