Trainee Paraplanner

Salary up to £35,000 plus benefits and bonus

Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide one on one technical and administration support to a Senior Financial Adviser.

When fully trained, responsibilities will include:

• Deal with general client queries and attend weekly handover meetings within your designated team.
• Analyse clients’ requirements, develop cash flow models and accurately record client data
• Research and analyse financial products to meet client requirements and objectives
• Construct financial planning solutions (investment, retirement, tax and estate planning)
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and documents.
• Work within and stay up to date with template changes and advice framework
• Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process

Knowledge and experience:

• Experience of basic reports and general IFA Admin
• Willingness to study towards level 4 Diploma Qualification
• Familiar with Intelligent Office, FE Analytics and Voyant would be advantageous
• Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.