Trainee Paraplanner - Edinburgh, United Kingdom - Reed Insurance
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.
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
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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