Job Description:

Our client, a reputable financial services firm, have the exciting opportunity for a Paraplanner or experience Wealth Administrator to join their team in Edinburgh.

Essential Skills/Experience:

• Industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired but not essential.
• Client focused, delivering a high standard of client service.
• Organisation of own workload to meet deadlines.
• Accuracy and attention to detail when writing reports.
• Proficient in MS Word/Excel.

Core Responsibilities:

• Producing simple new business reports including ISA/GIA top ups and pension transfers to a high standard and in line with suitability assurance programme requirements.
• Creating ad hoc letters for clients including fund switches and withdrawals.
• Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation.
• Support the Advisers with new business processing and onboarding journey on the CRM system, ensuring the system is kept up to date.
• Help to input, manipulate and maintain prospect data on Xplan including management of Adviser pipeline.
• Maintain compliant advice files in Practice Management System (Xplan).
• Be a second point of contact for clients to assist with queries and updates on transfers.
• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports.
• After appropriate training, the Paraplanner will be required to take dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds.
• Review and create procedures across the team as and when required.
• Creating Statements of Suitability (SOS) for clients post meeting and ensure the annual review process is completed in a timely manner.
• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan (practice management system).
• Manage own workloads and that of the Advisers to ensure the best client experience is provided.
• Filing, in accordance with FCA procedures.

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: 15951

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