This job offer is not available in your country.

Technical Paraplanner (Edinburgh)

7IMCity of Edinburgh, Scotland, United Kingdom

7 days ago

Job type

Full-time

Job description

Join to apply for the Technical Paraplanner (Edinburgh) role at 7IM

1 month ago Be among the first 25 applicants

Join to apply for the Technical Paraplanner (Edinburgh) role at 7IM

Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support.
The role is based in Edinburgh.

About The Role

Purpose

Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support.

The role is based in Edinburgh.

Responsibilities

Prepare and write advice reports of the highest quality covering a broad range of financial planning topics including pensions, offshore bonds, and specialist tax-efficient investments such as Business Relief, EIS and VCTs.

Undertake technical research and analysis of clients existing products and investments, with findings to be presented in a detailed advice report.

Work collaboratively with the financial planners to create bespoke planning solutions for new and existing clients and be prepared to challenge when required.

Discuss client objectives with financial planners, identifying where further necessary client information is required, to prepare robust advice reports.

Draft research documents to explain complex technical issues in a simple manner.

Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling.

Maintain compliant advice files in Practice Management System (Xplan).

Work alongside the support team to provide technical assistance relevant to any new business or servicing of existing clients, ensuring the highest level of client service is delivered.

Assist in the training and mentoring of paraplanners and graduates, sharing knowledge and expertise within the team.

Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to provide / obtain information for mutual clients.

Keep up to date with FCA rules and regulations.

Participate in any projects and relevant business initiatives when required.

Complete monthly compliance modules in timely fashion before deadlines

Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system).

Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and update / create procedures as and when required.

Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.

Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices.

Other duties, as reasonably required by the line

Skills

About You

Accuracy and attention to detail when writing reports.

Organisation of own workload to meet deadlines.

Client focused, delivering a high standard of client service.

Must be proactive and able to use initiative.

Good communication skills, both oral and written.

Ability to work with minimum supervision whilst managing multiple and conflicting deadlines.

Adaptive to change.

Proficient in standard industry advice and research tools, for example : Selectapension, Cashflow Modelling (preferably Fincalc), FE Analytics.

Proficient in MS Word / Excel.

Knowledge

Minimum of 2-3 years in a Paraplanning role or equivalent.

Experience of Defined Benefit Pension advice.

Understanding of the annual FCA ongoing suitability process and experience providing support with this.

Knowledge of Xplan (or similar practice management systems) would be beneficial.

Good working knowledge of all Microsoft office applications specifically Excel.

Qualifications

Candidates must have attained minimum Level 4 Diploma in Financial Planning (or equivalent) with desire to achieve Level 6 and Chartered status.

Other Relevant Information

Reports into Technical Paraplanner Team Leader.

About Us

Not Specified

Apply

Share

Share Vacancy on Facebook

Share Vacancy on X

Share Vacancy on LinkedIn

Share Vacancy on WhatsApp

Send Vacancy to a friend

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Referrals increase your chances of interviewing at 7IM by 2x

Get notified about new Paraplanner jobs in Edinburgh, Scotland, United Kingdom .

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 2 days ago

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 2 days ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 3 days ago

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 1 week ago

NHSL 219361 Personal Assistant to Senior Management Team (LI)

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 2 days ago

Edinburgh, Scotland, United Kingdom 1 week ago

Greater Edinburgh Area

90,000.00

120,000.00

2 weeks ago

219338 Waiting list coordinator (AP) CP30

Edinburgh, Scotland, United Kingdom 12 hours ago

Business & Administration Assistant Modern Apprentice

Edinburgh, Scotland, United Kingdom 2 weeks ago

Edinburgh, Scotland, United Kingdom 11 hours ago

Edinburgh, Scotland, United Kingdom 2 weeks ago

Business & Administration Assistant Modern Apprentice

Edinburgh, Scotland, United Kingdom 4 days ago

Edinburgh, Scotland, United Kingdom 3 weeks ago

Edinburgh, Scotland, United Kingdom 4 days ago

Edinburgh, Scotland, United Kingdom 1 week ago

Edinburgh, Scotland, United Kingdom 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search

Paraplanner • City of Edinburgh, Scotland, United Kingdom