Core-Asset Consulting Ltd
This listing was posted on Careers4a.
Paraplanner
Description:
Job Description:A boutique and highly respected firm in Edinburgh city centre is seeking an experienced paraplanner. You will ideally be level 4 qualified or working towards this. You will be involved in supporting financial advisers in providing a full end to end paraplanning service, ensuring regulatory and service standards are met.Job Description:A boutique and highly respected firm in Edinburgh city centre is seeking an experienced paraplanner. You will ideally be level 4 qualified or working towards this. You will be involved in supporting financial advisers in providing a full end to end paraplanning service, ensuring regulatory and service standards are met. Essential Skills/Experience: Suitability report production in an IFA environmentLevel 4 qualified, or working towards this Core Responsibilities: Attending client meetings with the advisor, ensuring client needs are appropriately documented,Understanding client needs, preparing research and recommendation in line with expectations, prepare illustrations and use of analytical tools for client reviewsCashflow modellingCompleting suitability and confirmation lettersPreparation of regulatory documentationAdhering to highest standards of compliance and client standardsBuild strong relationships with product providersPreparing relevant suitability/confirmationResponsible for initiating annual review meetings for portfolio of clients Benefits: A highly competitive salaryWider Benefits package Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.Job reference: 15520To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.By engaging with us either by applying for a job we’re advertising, registering through our website, or getting in touch with our business you’re agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDPERM
Company:
Core-Asset Consulting
Posted:
May 14 on Careers4a
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More About this Listing: Paraplanner
Paraplanner is a Human Resource Paraplanner Job at Core-Asset Consulting located in United Kingdom. Find other listings like Paraplanner by searching Oodle for Human Resource Paraplanner Jobs.
Paraplanner is a Human Resource Paraplanner Job at Core-Asset Consulting located in United Kingdom. Find other listings like Paraplanner by searching Oodle for Human Resource Paraplanner Jobs.