Trainee Paraplanner
Salary up to £35,000 plus benefits and bonus
Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide one on one technical and administration support to a Senior Financial Adviser.
When fully trained, responsibilities will include:
*Deal with general client queries and attend weekly handover meetings within your designated team.
*Analyse clients’ requirements, develop cash flow models and accurately record client data
*Research and analyse financial products to meet client requirements and objectives
*Construct financial planning solutions (investment, retirement, tax and estate planning)
*Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and documents.
*Work within and stay up to date with template changes and advice framework
*Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
*Experience of basic reports and general IFA Admin
*Willingness to study towards level 4 Diploma Qualification
*Familiar with Intelligent Office, FE Analytics and Voyant would be advantageous
*Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.