Trainee Paraplanner - Edinburgh, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

beBee Recruiter
Description

Are you looking to take the step in your career as a Trainee Paraplanner?

Fantastic New Trainee Paraplanner Opportunity in Edinburgh

Hybrid/WFH - Study Support

Salary up to £33K DOE plus excellent benefits package


Our client is an established Financial Planning business who are looking for an enthusiastic and motivated individual with a good background in IFA administration, to join their existing support team.

They provide investment advice and retirement planningto a broad range of clients including high net worth clients.


You will be responsible for:

  • Assisting Financial Adviser identifying areas for planning, attend client meetings, if required
  • Identify and obtain information necessary to compile clients' recommendations
  • Carry out technical investment/pension calculations
  • Present Cashflow Modelling scenarios to clients
  • Research products to support recommendations
  • Prepare information and comparison for analysis by Financial Adviser
  • Produce clear, concise, technically accurate 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
  • Undertake some of the Client Support Administrator duties, as and when required.

The key skills required:

  • Excellent technical knowledge of all aspects of financial services products and taxation
  • Knowledge of technical financial planning tools
  • Experience of holistic financial planning
  • Working towards completion of Dip PFS qualification
  • Experience in prioritising and managing a varied caseload within a regulated environment
  • Excellent communicator, both written and verbal
  • High attention to detail and accuracy
  • IT Literate
In line with business needs, there may be opportunities to progress in which full study support is provided.


If you have a strong background in IFA administration and adapt to new environments with ease and pick up new information quickly, **submit your CV to get ahead of the competitive January market.

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