Job Description:

A well respected and trusted wealth manager is seeking an experienced Senior Paraplanner to join their Edinburgh team. Working with Portfolio Managers and Wealth Managers, you will be Level 4 qualified and have extensive experience in producing advisory reports, providing a secondary point of contact for clients, supporting all subsequent administration to support the needs of clients.

Essential Skills/Experience:

• Professional, organised and motivated
• Financial Planning Certificate and Diploma or FCA approved Level 4 RDR compliant qualification.
• Strong interpersonal and verbal/written communication skills
• Very presentable with client facing demeanour
• High level of numeracy
• Good understanding of Intelliflo Office and The Exchange systems
• Good level in Microsoft Word, Excel and PowerPoint
• Experience of working within the financial services sector, ideally for a wealth management firm or financial advisory practice with HNW client base.

Desirable Skills/Experience:

• Familiarity with the fund management, professional advisory, IFA or life company industry
• Financial Planning Certificate and Diploma or FCA approved Level 4 RDR compliant qualification.

Core Responsibilities:

• Assist the team in managing clients' planning needs and solutions
• Be an additional point of contact at other firms when the Wealth Managers are not available or busy and, therefore, to develop a relationship of trust with the clients
• Attend client meetings with the managers to broaden understanding of the advisory process and to strengthen relationships with clients and keep detailed meeting notes of key issues discussed
• Responsibility for the timely drafting of client advisory letters to be signed off by the relevant authorised advisory personnel.
• To maintain asset and income schedules for all advisory clients, including large family groups and individual clients and share these within the firm where required
• To assist the planners in assessing available options and solutions for clients
• To react to all client related enquiries in a timely manner and maintain a record of responses

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: 14620

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

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

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