Part-Time Paraplanner — Financial Planning & Reports

TrinityBridge; Scotland; Sur place; GBP 25 000 - 35 000; Temps partiel

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

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

Formation

Regulated Diploma in Financial Planning (CII) or equivalent

Description du poste

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.