Time Recruitment Candidates

Job Application: Paraplanner


Approx. £30,000 depending on experience plus benefits

On behalf of an established Wealth Management Partnership (FTSE 100 company) based South West of Edinburgh we are recruiting for a Paraplanner. • Provide support for Financial Advisers • Good understanding of core Financial Planning solutions, around Investments, Pensions, Protection and Estate Planning • Analyses clients’ aims and needs to construct solutions as a tool for Advisers to communicate to clients • Production of suitability reports and analytical information • Experience with FE Analytics and cash flow modelling essential • Facilitate the processing of new business • Support preparation of client meetings • Liaise with the administration team and product providers • Adhere to Conduct Risk standards • Actively develop product and industry knowledge • Experience working within an IFA or Wealth Management environment essential • Attained or working towards CII Level 6 Advanced Diploma in Regulated Financial Planning or equivalent • Would accept Level 4 Dip PFS qualified candidates, based on experience. • Clear and concise communication skills both oral and written essential • Ability to meet deadlines/work within restricted timescales within a fast paced environment • Ability to work on own initiative to achieve required results • Excellent IT skills, including Microsoft Office – Word, Excel and Outlook • This role is based within the office Please email your CV with covering letter to office@timerecruitment.co.uk

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