Paraplanner
other jobs REED Insurance
Added before 151 Days
- Scotland,Midlothian
- full-time
- £33,000 - £39,000 per annum, inc benefits
Job Description:
�? Join Our Clients Dynamic Team: Paraplanner Opportunity in Edinburgh�?
Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee or experienced Paraplanner.
How You’ll Make an Impact:
* You’ll provide essential technical support to our advisers, ensuring they deliver maximum value to our clients
* As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans
* You’ll gather qualitative and quantitative information, using cutting-edge tools, to create compliant and comprehensive financial plans
* Review and enhance our centralised and low-cost propositions. Dive into exciting project work when needed
Your Principal Accountabilities:
* Understand client objectives by collaborating with advisers
* Analyse client file notes, fact finds, and meeting notes to support advice
* Obtain necessary information for accurate financial projections
* Prepare for client meetings, ensuring advice aligns with client needs
* Work closely with product providers and third parties
* Assist advisers during client presentations and address technical queries
Crafting Clear Reports:
* Draft comprehensive financial plans using our house style
* Skilfully manipulate software for accurate projections
* After client planning meetings, produce polished reports
* Keep up to date with regulatory changes and market developments
Your Skills and Qualifications:
* Paraplanning experience in a similar setting
* Level 4 Diploma qualified or working towards it
* Ideally proficient in Cashflow modelling software, Intelligent Office, F E Analytics, Select-a-Pension, Dynamic Planner, and various Platform/Provider websites
Why Choose Our Clients Team?
* Competitive salary DOE/Qualifications
* Hybrid & agile working opportunities
* 25 days holiday
* Collaborative Environment
* Study support and career growth opportunities
* Flexible benefits package including PMI, Health Cash Plan and Dental Cover
Ready to embark on this exciting journey? Submit your CV today or contact Pauline Low at Reed on
Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee or experienced Paraplanner.
How You’ll Make an Impact:
* You’ll provide essential technical support to our advisers, ensuring they deliver maximum value to our clients
* As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans
* You’ll gather qualitative and quantitative information, using cutting-edge tools, to create compliant and comprehensive financial plans
* Review and enhance our centralised and low-cost propositions. Dive into exciting project work when needed
Your Principal Accountabilities:
* Understand client objectives by collaborating with advisers
* Analyse client file notes, fact finds, and meeting notes to support advice
* Obtain necessary information for accurate financial projections
* Prepare for client meetings, ensuring advice aligns with client needs
* Work closely with product providers and third parties
* Assist advisers during client presentations and address technical queries
Crafting Clear Reports:
* Draft comprehensive financial plans using our house style
* Skilfully manipulate software for accurate projections
* After client planning meetings, produce polished reports
* Keep up to date with regulatory changes and market developments
Your Skills and Qualifications:
* Paraplanning experience in a similar setting
* Level 4 Diploma qualified or working towards it
* Ideally proficient in Cashflow modelling software, Intelligent Office, F E Analytics, Select-a-Pension, Dynamic Planner, and various Platform/Provider websites
Why Choose Our Clients Team?
* Competitive salary DOE/Qualifications
* Hybrid & agile working opportunities
* 25 days holiday
* Collaborative Environment
* Study support and career growth opportunities
* Flexible benefits package including PMI, Health Cash Plan and Dental Cover
Ready to embark on this exciting journey? Submit your CV today or contact Pauline Low at Reed on
Job number 1359394
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...