Paraplanner

Paraplanner - Wealth Management Location: Edinburgh Job Type: Full-time, Permanent Salary: From £40,000, depending on experience Start Date: ASAP About the Role Due to continued growth, an established and successful Wealth Management business is looking to expand its Paraplanning team and is seeking a fully qualified and experienced Paraplanner to join the business. This is an excellent opportunity for a technically strong Paraplanner to join a professional and growing team, providing high-quality support to Financial Advisers and helping to ensure clients receive a first-class service. Key Responsibilities Complete full analysis of client requirements and prepare accurate, high-quality suitability reports. Produce cash flow models and ensure all client data is accurate and up to date. Maintain consistently high standards of documentation and report writing. Ensure all client business is processed compliantly and within agreed timescales. Provide comprehensive paraplanning and technical support to Financial Advisers, the administration team and Practice Manager. Assist Advisers with technical queries and complex client cases. Keep Advisers regularly updated on case progress and liaise with relevant teams to help move cases forward efficiently. Liaise with product providers to obtain replacement contract information and other relevant documentation. Maintain a strong and up-to-date knowledge of financial planning, products, legislation and regulatory requirements. Complete ..... full job details .....