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 ensuring the annual review process is completed.
• 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 onboarding 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.