Role requirement
Vacancy type
Permanent
Sector
Pensions
Specialisim
Paraplanning
Location
Edinburgh
Language skills
English
Job reference No.
15520
Salary
Competitive
Data Published
17/10/2024
Closing date
14/11/2024
Job Description:
A boutique and highly respected firm in Edinburgh city centre is seeking an experienced paraplanner. You will ideally be level 4 qualified or working towards this. You will be involved in supporting financial advisers in providing a full end to end paraplanning service, ensuring regulatory and service standards are met.
Essential Skills/Experience:
- Suitability report production in an IFA environment
- Level 4 qualified, or working towards this
Core Responsibilities:
- Attending client meetings with the advisor, ensuring client needs are appropriately documented,
- Understanding client needs, preparing research and recommendation in line with expectations, prepare illustrations and use of analytical tools for client reviews
- Cashflow modelling
- Completing suitability and confirmation letters
- Preparation of regulatory documentation
- Adhering to highest standards of compliance and client standards
- Build strong relationships with product providers
- Preparing relevant suitability/confirmation
- Responsible for initiating annual review meetings for portfolio of clients
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: 15520
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.
INDPERM
Contact
Ellen has been with Core-Asset Consulting since 2021 and currently serves as a Consultant. With an MA in History from the University of Edinburgh, she brings a strong academic background and a commitment to quality in her recruitment approach.
Specialising in the Wealth sector, Ellen supports roles ranging from graduates to financial planners. She takes immense satisfaction in fostering long-term relationships, and guiding candidates throughout their career journeys. Her consultative approach and meticulous matchmaking ensure exceptional talent tailored to clients' needs, and she is known for the excellent level of service she consistently provides.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer