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Paraplanner

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 30,000-42,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 3 days ago Reference: X3-395046

 A highly regarded, forward-thinking Independent Financial Adviser practice are seeking an ambitious professional to join the firm as a Technical Paraplanner, with the opportunity to support several Advisers who work with high-net worth clients.

Responsibilities

• Providing technical support to advisers
• Dealing with client portfolios, gathering & analysing research
• Compiling suitability reports on a full range of products
• Preparing recommendations on these reports & implementing these.  Carry forward calculations for pension/annual allowance/taper relief.  CGT and Chargeable event calculations. Regular meetings with the advisers

Desirable Qualities
• Several years' experience working as a Paraplanner
• Obtained or working towards Level 4 Diploma in Financial Planning
• Full understanding of all products/services

For further information, please call Lynn Wilson on 0141 241 4700 or email lynn.wilson@reed.com

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