PARAPLANNER
- Recruiter
- Reed Specialist Recruitment.
- Location
- Edinburgh, Scotland
- Salary
- £45000 - £55000 per annum
- Posted
- 20 Apr 2019
- Closes
- 22 Apr 2019
- Ref
- 1132136192
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our Client is a well respected Wealth Management IFA practice based in Edinburgh City Centre, they are currently looking to recruit an experienced Paraplanner to join their successful team on a part-time or full-time basis Paraplanner responsibilities: * Preparation of Suitability Reports * Liaising with product provider to collate pension and investment information for replacement contracts * To provide technical support to the team with paraplanning and research support * Carrying out market research on behalf of adviser prior to meeting * Assist in the on-going due diligence reviews of investment funds and Platforms * Provide appropriate support to the Financial Adviser Experience: * Paraplanning experience within an IFA * Experience in Pensions and Investments * Excellent report writing skills * Experience of using research tools such as FE Analytics * Experience in Intelligent Office would be advantageous Qualifications: Level 4 Diploma qualified You will be a dynamic, hard working and committed with excellent communication skills together with a motivated. You must be focused, with a keen eye for detail and be able to stick to deadlines whilst managing and prioritising your own workload. Salary upt £55,000 depending on experience
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