At a Glance
- Tasks: Support client advisory work by analysing requirements and preparing reports.
- Company: Jobtailor, a dynamic financial planning firm in Edinburgh.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative atmosphere with opportunities to liaise with professionals across various fields.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Diploma in Financial Planning and two years of industry experience required.
The predicted salary is between 30000 - 40000 £ per year.
Jobtailor in Edinburgh is seeking a dedicated Financial Planner Assistant to support client advisory work. You will analyze client requirements, build cash flow models, and prepare reports and letters throughout the advice process. The role involves liaising with administrators, presenting solutions, and coordinating with solicitors and accountants to implement action plans.
Ideal candidates have a Diploma in Financial Planning, at least two years of industry experience, and strong writing skills.
We think you need these skills to ace Senior Paraplanner: Financial Planning & Client Solutions
Financial Analysis
Cash Flow Modelling
Report Writing
Client Liaison
Communication Skills
Coordination with Solicitors and Accountants
Action Plan Implementation
