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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.

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.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

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.

INDPERM

Contact

Image
T: 0131 264 0228 M: 07535 897 704
Ellen Davie Consultant, Permanent Recruitment

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

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