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Role requirement

Vacancy type

Permanent

Sector

Private Wealth Management

Specialisim

Paraplanning

Location

Edinburgh

Language skills

English

Job reference No.

14528

Salary

Competitive

Data Published

22/04/2022

Closing date

20/05/2022

Job Description:

A leading wealth firm in Edinburgh city centre is looking for an experienced Paraplanner to join their Financial Planning team. With your Level diploma in Financial Planning, you will be well versed in all products including pensions, bonds, pension transfers and protection and be involved in producing suitability reports for the wider team.

Essential Skills/Experience:

  • Achieved minimum Level 4 diploma in financial planning (or equivalent) with desire to achieve level 6 and chartered status
  • Minimum of 2 years in a Paraplanning role
  • Understanding of the annual FCA ongoing suitability process and experience providing support with this
  • Proficient in standard industry advice and research tools, for example: Selectapension, Cashflow Modelling (preferably Voyant), FE Analytics and at least one industry standard Practice Management System

Desirable Skills/Experience:

  • Experience of Defined Benefit Pension advice

Core Responsibilities:

  • Assist Financial Planning team and Investment Managers in all aspects of client work
  • Prepare and implement advice for clients including preparing draft suitability reports, statements of ongoing suitability and annual wealth management reports
  • Responding to client technical queries in relation to a full advice proposition, including offshore bonds, pensions, and tax-led investments, as well as drafting report letter commentary and preparing all associated paperwork
  • Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
  • Responsible for a bank of Wealth Management, Family Office, and Transactional Financial Planning clients
  • Liaise with Financial Planning Administrators and Private Client Associates to prepare new client and
  • annual review client packs
  • Maintain compliant advice files in Practice Management System (Xplan)
  • Attend client meetings where appropriate, and draft meeting notes for advice files
  • Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients
  • Provide general technical support to Financial Planners and Investment Managers
  • Keep up to date with FCA rules and regulations
  • Complete monthly compliance modules in timely fashion before deadlines
  • Participate in any projects and relevant business initiatives when required
  • Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g., Xplan (practice management system)

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14528

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

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Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

Contact

Image
T: 0131 264 0229 M: 07535 897 810
Louise Powrie Divisional Director Permanent Team, FinTech and Pensions

Louise is the co-founder of Core-Asset Consulting, she is an experienced recruitment specialist with over 20 years’ experience, initially within asset management Louise transitioned to FinTech, Platforms and Pensions following client demand in these areas.

Together with her sector level specialisms Louise is responsible for the day-to-day management of the permanent recruitment team.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Managing Director

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