Paraplanner 12 months FTC

Purpose
Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients.

Responsibilities

• Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation
• Creating Statements of Suitability for clients post meeting and ensure the annual review process is
• Producing new business reports including ISA/GIA top ups and pension transfers
• Creating ad hoc letters for clients including fund switches and withdrawals
• Support the Advisers with new business processing and onboarding journey on the CRM system
• Maintain compliant advice files in Practice Management System (Xplan)

Knowledge & Experience

• Experience in report writing is essential
• Experience in a Financial Services company
• Product knowledge of pensions, bonds and other wrappers
• Experience in the on-boarding journey of a new client
• Good working knowledge of all Microsoft office applications specifically Excel
• Good knowledge of operational administration including settlement and transfers

Qualifications:

• CII Level 4 Financial Planning qualification or working towards

This role is based in Edinburgh for a Paraplanner on a 12 months Fixed Term Contract.

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