Posted on 01 June 22 by Gregor Ormond

  • Edinburgh, UK
  • -

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Job Description

To support the Partner/Practice Manager when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations and reports.

  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
  • Research and analyse financial products to meet Client requirements and objectives; 
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
  • Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models; 
  • Deal with general client queries and attend client meetings with the Partner as required.
  • Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
  • Stay abreast of legislative changes and other regulatory issues taking necessary action as required;
  • Work within and stay up to date with template changes and advice notes;
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • Undertake continuous professional development to meet regulatory requirements and personal development needs.

Knowledge and experience:
  • Previous paraplanning experience within an IFA or Wealth Management environment;
  • Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);
  • Chartered Financial Planner status (preferred)
  • Familiar with all major research systems (e.g. Analytics, Voyant etc.);
  • Experience of the Pension Transfer market. [ Whilst knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.]
  • Experience of the administration of IHT and/or Investment products;
  • Demonstrates up to date knowledge of relevant regulation and legislation; Skills and behaviours:
  • Able to transpose information accurately;
  • Strong numeracy skills
  • Comfortable using templated Suitability Letters;
  • Confident in dealing with third parties and can work with total discretion;
  • Highly organised with excellent communication skills;
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Exceptional attention to detail;
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Enthusiasm to help clients.



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