RMK Talent Solutions is pleased to partner with a reputable Wealth Management company based in Edinburgh, Scotland, to source an experienced Paraplanner. This organisation specialises in delivering bespoke financial solutions to a diverse client portfolio. With a client-centric approach, they prioritise personalised service, professional integrity, and a collaborative working environment. The role offers hybrid working flexibility, supporting a balanced approach to remote and office-based work, and provides an excellent opportunity for a driven individual to thrive within a supportive professional setting.
Responsibilities- Preparing and reviewing comprehensive financial planning reports and recommendations for clients.
- Gathering and analysing client data to develop tailored financial strategies.
- Collaborating and supporting Financial Advisers to ensure smooth client service delivery.
- Assisting in the review and maintenance of client financial plans.
- Keeping up-to-date with industry regulations, products, and market developments.
- Ensuring compliance with relevant legislative and regulatory requirements.
- Managing and maintaining accurate client records and documentation.
- Proven experience as a Paraplanner within a financial planning or wealth management environment.
- Strong understanding of financial products, legislation, and compliance standards.
- Excellent organisational skills with the ability to manage multiple client files efficiently.
- Attention to detail and high-quality report-writing capabilities.
- Qualifications such as level 4 CII/LIBD/CISIare highly desirable.
- Effective communication skills, both verbal and written.
- Proactive attitude with a commitment to ongoing professional development.
This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.
If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today.
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