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***Paraplanner - Edinburgh***

Lokáció: EDINBURGH, MIDLOTHIAN Fizetés: Salary Negotiable
Szektor: Insurance Foglalkoztatás jellege: Közvetítés
Foglalkoztatás típusa: N/A Jelentkezések: N/A
Megosztva: kb. 1 hónapja Referencia szám: 3111392
I have an exciting opportunity for an experienced Diploma qualified Paraplanner to work with a UK Wealth Management Company to join their busy Edinburgh office


Role Requirements:

• Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
• Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
• Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more senior Paraplanners and Advisors.
• Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
• Supports preparation of client review and new client meetings.
• Supports client delivery under the guidance of Financial Advisors/Planners.
• Actively developing product and industry knowledge.

Essential:

• CII Level 4 Diploma in Regulated Financial Planning or equivalent.