Paraplanner

�? Join Our Clients Dynamic Team: Paraplanner Opportunity in Edinburgh�?

Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee or experienced Paraplanner.

How You’ll Make an Impact:

• You’ll provide essential technical support to our advisers, ensuring they deliver maximum value to our clients
• As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans
• You’ll gather qualitative and quantitative information, using cutting-edge tools, to create compliant and comprehensive financial plans
• Review and enhance our centralised and low-cost propositions. Dive into exciting project work when needed

Your Principal Accountabilities:

• Understand client objectives by collaborating with advisers
• Analyse client file notes, fact finds, and meeting notes to support advice
• Obtain necessary information for accurate financial projections
• Prepare for client meetings, ensuring advice aligns with client needs
• Work closely with product providers and third parties
• Assist advisers during client presentations and address technical queries

Crafting Clear Reports:

• Draft comprehensive financial plans using our house style
• Skilfully manipulate software for accurate projections
• After client planning meetings, produce polished reports
• Keep up to date with regulatory changes and market developments

Your Skills and Qualifications:

• Paraplanning experience in a similar setting
• Level 4 Diploma qualified or working towards it
• Ideally proficient in Cashflow modelling software, Intelligent Office, F E Analytics, Select-a-Pension, Dynamic Planner, and various Platform/Provider websites

Why Choose Our Clients Team?

• Competitive salary DOE/Qualifications
• Hybrid & agile working opportunities
• 25 days holiday
• Collaborative Environment
• Study support and career growth opportunities
• Flexible benefits package including PMI, Health Cash Plan and Dental Cover

Ready to embark on this exciting journey? Submit your CV today or contact Pauline Low at Reed on