Paraplanner

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 advisors 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.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


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