- Posted 31 March 2022
- Salary£40000.00 - £50000.00 per annum
- LocationEdinburgh
- Job type Permanent
- DisciplineFinancial Services
- Expiry 09 July 2022
- Reference37311_1648741277
Consultant
Paraplanner
Job description
Idex Consulting have a new opportunity for an experienced Paraplanner to join a IFA Practice in Edinburgh City Centre.
Key Responsibilities & Accountabilities:
- Ensure completeness of client file/data gathering
- Confirm risk profile, capacity for loss and knowledge and experience is determined and updated
- Check all necessary information and paperwork is present.
Preparation of recommendations
- Attend client meetings, if required
- Identify and obtain information necessary to compile clients' recommendations
- Assisting Financial Adviser identifying areas for planning
- Carry out technical calculations
- Present Cashflow Modelling scenarios to clients
- Research products to support recommendations
- Prepare information and comparison for analysis by Financial Adviser
- Produce financial planning recommendations and suitability reports
- Review investment portfolio, asset allocation, risk profile, capacity for loss and knowledge and experience
- Ensure that all FCA, regulatory, industry and compliance standards are met
Knowledge
- Competent in Microsoft Office package
- Excellent technical knowledge of all aspects of financial services products and taxation
- Knowledge of technical financial planning tools
- Knowledge and experience of holistic financial planning
Experience
- Experience in a Paraplanner role in an independent environment
Qualifications
- A minimum of Diploma in Financial Planning, ideally working towards Chartered
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