Job Description:.
We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh.
This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.
Skills/Experience:
CII Diploma in Financial Planning (essential)
Chartered status or working towards (desirable)
Proven paraplanning experience
Strong knowledge of UK tax and pension legislation
Core Responsibilities:
Prepare suitability reports and client cashflow models
Attend client meetings and provide research and follow-up support
Assist with annual reviews and ongoing client service
Manage your own workflow and ensure timely, accurate output
Support the delivery of team income objectives
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: 16106
To 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.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-04 14:38:44
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes.
This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service.
This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g.
Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner - ability to learn how to use new systems and processes.
Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.
Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: £29000.00 - £30000.00 per annum + Great Benefits
Posted: 2025-06-03 23:35:02
