Paraplanner

Paraplanner Location: Edinburgh Salary: £40,000 - £50,000 A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes. Prepare complex research and recommendations across a wide range of Financial Planning solutions. Prepare findings ahead of client meetings. Preparing suitability reports based on suitable client outcomes. Ad hoc project work Skills & Qualifications: Attained or working towards the Diploma in Regulated Financial Planning. Experience working in a financial services environment. Strong understanding of financial products and services. Excellent administrative, research, report writing