Utopian Professional Recruitment are delighted to be working in partnership with a highly reputable wealth management company who are looking to a Paraplanner to join them on a full time, permanent basis.

Located in the heart of Edinburgh, this is an outstanding opportunity to join a dynamic and forward-thinking organisation who truly value their clients and colleagues alike. The purpose of this role will be to support the Financial Planners and Administrators in an effective and professional manner whilst working towards the company vision and objectives.

Your key responsibilities will include:

You will provide technical expertise to support the Advisers to deliver the best value to clients
Draft all written communications to clients
Be responsible for all the quantitative content of bespoke Financial Plans
Review and update centralized and low-cost propositions
Undertake project work as and when required
Liaise closely with Financial Advisers and collate all information required to achieve the clients’ objectives
Ensure fact finds, client questionnaires and meeting notes fully support the advice given
Identify and obtain information to complete financial cash flow forecasts
You will be responsible for all the technical aspects of preparing client meetings
Research independently and collaboratively with Advisers to identify suitable solutions for the client
Analyse new/existing client policy information
Compile financial planning recommendations and suitability reports
Liaise with product providers or relevant third parties
Provide full support to Advisers
Assist the Advisers with client presentations
Respond to any adhoc requests or technical questions
Report writing
Draft a full financial plan for new clients
Populate and manipulate cash flow modelling software
Complete draft net worth settlements
Produce final reporting from client planning meetings
Identify any changes required or improvements
Ensure client financial plans are compliance
Keep up to date with latest product and regulatory changes

To be considered for this opportunity, our client does require the following background / experience:

Previous background / experience working within a similar role, or strong working knowledge working within a Financial Services organisation with the passion to develop further
Level 4 Diploma qualified or working towards this level of qualification
Strong understanding of Cashflow modelling software
Excellent communication and interpersonal skills
Ability to think ahead and be proactive
Organised with a great eye for detail
Confident dealing with clients and colleagues written and verbally
Ethical and professional approach to work
Ability to maintain positive working relationships
Approachable, positive with a can-do attitude

Benefits

This is a full time, permanent opportunity working Monday to Friday from 9am to 5pm
Hyrbid working is available once training is complete
Salary on offer is up to £39k per annum
25 days annual leave
Bank Holidays
Agile working to support work / life balance
Pension
Study days for relevant qualifications
Employee Assistance Programme
Buy and Sell holidays
Dental cover and health plan
Various retail discounts!

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.