• St Andrews, Fife
  • Up to £40000.00 per annum


  • St Andrews, Fife
  • Up to £40000.00 per annum
  • Posted October 5, 2023
An Accountancy, Tax and Financial Services practice requires an experienced Paraplanner to support a team of Financial Advisers ensuring client service and compliance are always delivered.
Your Responsibilities Will Include:
* Preparing and maintaining client files and client reviews
* Building cash flow models
* Undertaking research to identify appropriate financial planning solutions
* Identifying areas for further financial planning
* Establishing and building strong relationships with client
* Prepare Suitability Letter and supporting applications for the client and Financial Planners
The ideal candidate will have the following:
* Level 4 Diploma in Regulated Financial Planning is essential
* Advanced Diploma or currently working towards it
* Good understanding of compliance processes and issues
* Excellent interpersonal, listening, numerical and IT skills
* Strong analytically with research skills
* Excellent report writing and written/verbal communication skills
* Good organisational, time management, and case-load management skills

This is an excellent opportunity to join a forward thinking company who are happy to invest in your future. This role is full time office based and location is easily accessible by public transport with plenty of parking available.

For more information please contact Jonny Whelan on 01382 339651

The Recruitment Co. is an equal opportunities employer and we’re committed to diversity and inclusion in the workplace.

This opportunity is no longer accepting applications.

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