Paraplanner - Part time

TrinityBridge; Scotland; On-site; GBP 25,000 - 35,000; Part time

Job summary

A financial services company in Scotland is seeking a Paraplanner. You will support Advisers in the advice-giving process, produce financial reports, and conduct research to meet client needs. This part-time role, requiring a Regulated Diploma in Financial Planning, offers an opportunity for flexible work arrangements. Ideal candidates demonstrate strong IT skills, good communication, and a proactive attitude towards client servicing and compliance. Join us to promote inclusivity and diversity in the financial planning field.

Qualifications

• Minimum of Regulated Diploma in Financial Planning (CII) or equivalent.
• Strong IT skills and good report writing.
• Ability to work independently and prioritize workload.

Responsibilities

• Discuss client objectives with the Adviser.
• Undertake research to identify suitable solutions.
• Prepare draft recommendation reports for Adviser review.
• Ensure all compliance paperwork is accurate and complete.

Skills

Regulated Diploma in Financial Planning (CII)

Understanding of Financial Planning process

Ability to work independently

Multi-tasking

Strong IT skills

Report writing

Good communication

Proactive attitude

Education

Regulated Diploma in Financial Planning (CII) or equivalent

Job description

Overall Summary

Join TrinityBridge Paraplanning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. This position is a part time opportunity for 28 hours per week.

Responsibilities

• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client’s needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
• Request and obtain application forms and other associated paperwork.
• Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
• On-going servicing of clients, for example withdrawals or fund switches.
• Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

We Would Love To Hear From You If

• Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
• Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
• Ability to work within defined business processes and to achieve agreed outcomes without supervision.
• Ability to multi-task and to prioritise and plan own workload.
• Strong IT skills.
• Good report writing and communication skills.
• A “can do” approach

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.