Paraplanner

Job Advert: Paraplanner
Location: Hybrid (Multiple offices in Scotland)

About:
This is an opportunity to become part of a leading financial services company specialising in providing personalised investment solutions to individuals and businesses. With a strong commitment to delivering exceptional client service and a focus on long-term financial planning, this business has established a reputation for excellence in the industry.

Role:
As a Paraplanner, you will play a key role in supporting a team of financial planners in delivering comprehensive financial planning and investment advice to their clients.

Responsibilities:
- Conduct thorough research and analysis on clients' financial situations, including their income, assets, and liabilities
- Prepare detailed financial reports, investment analysis, and recommendations to assist financial planners in developing suitable financial plans
- Collaborate closely with financial planners to gather necessary information and ensure accurate and relevant documentation for client meetings
- Assist in the preparation of client presentations and investment proposals
- Stay up-to-date with industry regulations, products, and market trends to provide informed recommendations and advice
- Maintain accurate client records and ensure compliance with data protection and confidentiality policies

Requirements:
- Previous experience as a Paraplanner or in a similar role within the financial services industry
- Strong knowledge of financial planning concepts, investment products, and regulations
- Excellent analytical and research skills with keen attention to detail
- Strong communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
- A professional and client-focused approach, with the ability to build and maintain strong relationships

Qualifications:
- Hold (or working towards) CII Level 4 Diploma in Regulated Financial Planning

Benefits:
- Competitive salary and performance-based bonuses
- Pension scheme
- Hybrid working model
- Professional development opportunities
- Supportive and collaborative work environment

If you are a passionate and driven individual with a strong background in financial planning and a desire to provide exceptional client service, we would love to hear from you.

APPLY NOW to become part of a dynamic team dedicated to helping clients achieve their financial goals.

For further information, contact (url removed) with the subject line "Paraplanner Application".

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.