Associate Wealth Paraplanner
- Edinburgh
- Permanent
- Full-time
- Provide appropriate support for Wealth Managers
- Facilitate the smooth processing of new and existing business.
- Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
- Adheres to Conduct Risk standards.
- Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
- Analyse client’s aims and needs to construct solutions as a tool for Wealth Managers to communicate to clients.
- Production of robust financial plans and analytical information in support of Wealth Managers under supervision of more senior team members.
- Contribute to the completion of tasks in a timely manner and to a high standard.
- Support colleagues with client interaction and by developing an awareness of client management and advice processes.
- Supports delivery of client service under the guidance of Wealth Managers / Paraplanners
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Ability to work on own initiative to achieve required results.
- Working or planning to work towards CII Level 4 Diploma or equivalent.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.