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Senior Paraplanner

  • Salary: £40000.00 - £45000.00 per annum + Excellent benefits package
  • Location: Edinburgh
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    24 Feb 2021
  • Job reference: 35254

*Senior Paraplanner Edinburgh*

I am exclusively working for a National Firm with a large office in Edinburgh for a Senior Paraplanner to join the established team

  • Obtain illustrations, related documentation and forms to support suitability reports
  • Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc.
  • Manage pipeline reports, updating workflows as requiredAbility to assess client needs and support an appropriate advice solution with guidance from the Planner
  • Work with the Planner to technically validate advice provided and pro-actively challenge where necessary
  • Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner. Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to.

This is a brand new opportunity and I would welcome applications soon as possible.

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