Job Description:

Core-Asset Consulting is working with a leading UK wealth management and financial planning firm to appoint an experienced Paraplanner to join a growing and collaborative team in Edinburgh.

The Paraplanner will provide high-quality technical and paraplanning support to Financial Planners, helping to deliver clear, compliant and client-focused advice solutions. The role offers exposure across the full advice lifecycle and the opportunity to contribute to a well-established, expanding financial planning function.

Essential Skills/Experience:

• Previous experience as a Paraplanner within a financial planning environment
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent.
• Strong understanding of the financial advice process across a broad range of planning areas.
• Good knowledge of regulatory, risk and governance frameworks
• Excellent written communication, numeracy and report-writing skills
• Proficiency in Microsoft Office, including PowerPoint
• Experience using financial planning systems such as Xplan or similar

Core Responsibilities:

• Produce accurate, timely and compliant suitability reports for clients and advisers
• Support Financial Planners with client meetings where appropriate, including preparation of meeting notes and documentation.
• Assist with client queries and the delivery of ongoing client service strategies
• Prepare annual review documentation, including cashflow modelling where required
• Work closely with the Paraplanning Lead and wider team to manage workflow and meet agreed deadlines.
• Maintain effective working relationships across the business
• Keep CPD records up to date and complete all required training
• Support the development of junior or trainee paraplanners where appropriate

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: (16372)

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