Paraplanner

Job Description:

Our client, a professional advisory firm, is looking for a Paraplanner to join their growing team.

As a Paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.

This is an exciting opportunity to join a renowned firm in a time of expansion.

• CII Diploma in Financial Planning / Regulated Financial Planning as a minimum with an interest in working toward Chartered Status.


• Proven experience in a paraplanning role gained within an advisory practice.


• Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.


• A good understanding of technical calculations and be confident to work on these independently e.g.
  
  bond chargeable gains, pension carry forward etc.


• Understand and apply FCA suitability requirements.


• Strong report writing skills with a clear understanding of styles, grammar, punctuation, avoidance of jargon and an understanding of the audience.


• Ability to understand and interpret a cash flow forecast and summarise the key points.


• An effective team player, willing to aid in the development of less experienced members of the team by sharing knowledge.

• Support the Financial Planners in research and analysis to meet client needs and objectives.


• Prepare client financial plans and suitability reports/letters for Financial Planners - including annual review, new business or ad hoc advice reports.


• Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.


• Manage the presentation of technical data to the Financial Planners.


• Compile cashflow models when required as part of the advice process.


• Attend client meetings with Financial Planners as required, present cashflow to clients as required.


• Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.


• Maintain up to date product and technical knowledge.


• Develop and maintain internal relationships within all parts of the business.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15553

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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