Junior Paraplanner

Eden Rose; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

Eden Rose in Edinburgh is seeking a proactive Paraplanner/Financial Planning Administrator to join the team and support the financial planning process. You’ll work closely with Financial Advisers and paraplanning colleagues, preparing client reports, valuations, illustrations, and research into pensions, investments and protection products, ensuring regulatory compliance.

Ideal candidates have a keen eye for detail, a willingness to develop their paraplanning career, and exposure to financial

Qualifications

• Keen to develop a career in paraplanning and financial planning.
• Exposure to financial services with understanding of pensions, investments and/or financial planning.

Responsibilities

• Supporting Advisers with the preparation of client suitability reports and recommendations
• Preparing valuations, illustrations and client meeting packs
• Assisting with research into pensions, investments and protection products
• Conducting product and fund research
• Supporting with cashflow modelling and financial planning analysis
• Preparing and maintaining client records
• Liaising with providers and third parties
• Assisting Senior Paraplanners with more complex cases
• Ensuring all work is completed accurately and in line with regulatory requirements
• Developing your technical knowledge and paraplanning skills through on-the-job training

Skills

Paraplanning

Financial planning

Cashflow modelling

Research skills

Regulatory compliance

Client communications

Job description

Job Ref
91058

Location
Edinburgh

Salary
£30,000 - £40,000 Per Annum

Employment Type
Permanent

• Location: Edinburgh , Midlothian


• Type: Permanent


• Job #91058


• Salary: £30,000 - £40,000 Per Annum

The Role

Working closely with Financial Advisers and the wider paraplanning team, you’ll provide technical and administrative support across the financial planning process.

Responsibilities Will Include

• Supporting Advisers with the preparation of client suitability reports and recommendations


• Preparing valuations, illustrations and client meeting packs


• Assisting with research into pensions, investments and protection products


• Conducting product and fund research


• Supporting with cashflow modelling and financial planning analysis


• Preparing and maintaining client records


• Liaising with providers and third parties


• Assisting Senior Paraplanners with more complex cases


• Ensuring all work is completed accurately and in line with regulatory requirements


• Developing your technical knowledge and paraplanning skills through on-the-job training

About You

We’re looking for someone who is keen to develop a career in paraplanning and financial planning.

You May Currently Be Working As

• IFA Administrator


• Financial Planning Administrator


• Junior Paraplanner


• Trainee Paraplanner


• Client Services Administrator within wealth management

Ideally, you’ll have some exposure to financial services and an understanding of pensions, investments and/or financial planning.