Paraplanner - Midlothian
Description : 10 Mar, 2023
Paraplanner - Edinburgh
Salary up to GBP40,000 - Depending on experience
Experienced Paraplanner required by a growing wealth management company in Edinburgh, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection.
Responsibilities include:
Working closely with the Financial Planners, to offer tailored solutions to clientsPreparing for client meetings including checking that all compliance paperwork is presentAttending client meetings and taking minutesAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesFund performance comparisonsPreparing product comparisons and analysing comparison illustrationsPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryCompleting the FCA pension switching and replacement product templatesMaintaining client files in line with company standardsBuilding and maintaining client relationships through face to face and written/telephone communication In return you will receive:
Salary up to GBP40,0004% ER and 4% EE pensionFull exam support with bonus incentive3x Death in Service 28 days annual leave plus Easter bank holiday & 2-week office closure over ChristmasDress for your day policyCycle to work and travel loan available on request To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Related Articles
GEL | BIAB NAILS - Eskbank, Midlothian
I am a qualified nail technician home based in Eskbank, Midlothian. I offer gel and BIAB nails. £23 for gel £28 for BIAB My instagram page is nailsbya
Paraplanner
The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Stockport office. The Opportunity During a period
Paraplanner - Merseyside
My client is currently looking for an experienced and Paraplanner in Liverpool.What will you be doing? Preparing suitability reports and provide techn
Midlothian Private Hire Taxis For Rent
Midlothian Plated Private Hire Vehicles available for long term or short term hire. We have a range of vehicles for hire; saloon ,6, 8 seater vehicles
"SO GOOD" Edinburgh ,Midlothian and East Lothian cleaning services
Work, grocery shopping, kids - finding time for anything can be hard. But what if you could cut the time you spend on house cleaning and find more hou
Paraplanner - Hampshire
We have an exciting opportunity for an Experienced or Trainee Paraplanner to join an ambitious wealth management company who focus on providing a high
Sales Executive - Midlothian
Sytner Group are excited to offer a Permanent Sales Executive role with a basic salary of GBP20,000 and the potential to make a generous commission. O
Bedroom Furniture - Midlothian
2 bedside cabinets- has a drawer and like a cabinet door 1 chest of drawers - 4 drawers Purchased in Next £100 Must be able to collect
You may also like
2019 Hyundai Ioniq 1.6 SE MHEV 5d 140 BHP Hatchback PETROL/ELECTRIC Automatic
Motor 4 U Ltd is a family run business established over 25 years ago and pride ourselves on becoming one of the UK leaders in the prestige vehicle sal
2019 (69) FORD RANGER 4x4 Pick Up Double Cab Wildtrak 3.2 EcoBlue 213 Auto Euro6
Note: The price displayed for this vehicle (£23975.00) is exclusive of VAT. Take a look at all our options and dealer testimonials on our website www.
Mens black shirts
Here iam selling 2 mens black short sleeve shirts with pockets on front one is 16half collar other large 41/42cm good condition and very clean only wo
Tommy Hilfiger handbag - Leicestershire
Genuine Tommy Hilfiger hand bag Excellent condition Comes with dust bag Bag: £55 Or nearest offer Purse also available for £20 Dimensions of bag: H 27