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Clever HR
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Edinburgh, City of Edinburgh
Paraplanner, Edinburgh
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Job Type: Full-time |
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Overview
Paraplanner This is a fantastic opportunity to join one of Scotland’s leading investment management firms with managed assets in excess of £300 million. The company provides a wide range of services to its clients, specialising in investment management, financial planning, custody and administration services. They are currently looking for a Paraplanner to join their busy team in Edinburgh. The post offers an excellent opportunity to obtain experience within a small and busy Financial Planning team. The ideal candidate will be proactive and enthusiastic with a strong work ethic. This is a permanent, full time position, Monday to Friday from 9-5. Here is a brief overview of the position: Key Responsibilities: Supporting the financial planners to assist in the client on-boarding process Managing the transfer of client money and assets Get to know clients to understand clients’ needs and managing their expectations Analysing client data and ensuring data is accurately recorded in the CRM system Producing Suitability Reports Assisting, preparing and organising of meetings Assist with compliance matters to guarantee the business is in line with regulatory requirements Skills, knowledge and experience: Qualified to Diploma level (Level 4) or close to Previous experience in paraplanning Excellent interpersonal skills, both written and oral Ability to multi-task, prioritise tasks and work to tight deadlines Good accuracy and attention to detail Competent IT skills with a working knowledge of Word, Excel and Outlook Ability to work both on own initiative and as part of a small team