Trainee Paraplanner Job in Edinburgh, City of Edinburgh

Trainee Paraplanner Job in Edinburgh, City of Edinburgh. Apply for the latest Edinburgh, City of Edinburgh jobs in Accounting/Financial/Insurance.

Trainee Paraplanner Job in Edinburgh, City of Edinburgh

Job Description
I have an exciting opportunity that has arisen working with my client, a thriving Financial Planning firm based in the centre of Edinburgh who are looking to expand their friendly yet professional team, and bring onboard additional Technical Support staff.

The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. Exceptionally in depth around pensions & Investment business

Primarily it will involve;

* Preparation of Suitability Reports,

* Liaising with product provider to collate pension and investment information for replacement contracts.

* Providing technical support to the team with paraplanning and research support,

* Carrying out market research on behalf of adviser prior to meeting.

* Assist in the on-going due diligence reviews of investment funds and Platforms,

* Provide appropriate support to the Financial Adviser

* Processing fund switches

To be considered ideally you will have;

* A minimum of 1 years experience in a similar role and sound knowledge of pensions and investments.

* Completed exams or studying towards would be advantageous.

* Experience of using research tools ideally knowledge of Intelligent Office would be advantageous.

Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm – all of which would be warmly received by the firm.

In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise with encouragement towards Diploma status if not already achieved in a friendly yet professional office environment.

To apply please upload your cv or get in touch with Kelly Strachan to discuss in more detail

Job Type: Permanent, Full Time
Location: Edinburgh, City of Edinburgh
Category: Accounting/Financial/Insurance
City: Edinburgh
County: City of Edinburgh
Country: United Kingdom
Salary: £24000 – £28000/annum
Benefits: