Paraplanner - Edinburgh
We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.Job Description:.
We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.
Skills/Experience:
CII Diploma in Financial Planning essentialChartered status or working towards desirable
Proven paraplanning experience
Strong knowledge of UK tax and pension legislation
Core Responsibilities:
Prepare suitability reports and client cashflow modelsAttend client meetings and provide research and follow-up support
Assist with annual reviews and ongoing client service
Manage your own workflow and ensure timely, accurate output
Support the delivery of team income objectives
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16106
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us either by applying for a job we’re advertising, registering through our website, or getting in touch with our business you’re agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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