As a trainee paraplanner at RS Robertson Financial Planning your responsibilities will be:

Assess information gathered by the Adviser on the Confidential Client Review

Liaise with the Adviser and Client as appropriate to fill any information gaps

Complete suitability reports and collate meeting packs with all regulatory documents to allow the Adviser to present business

To gather ceding scheme information from third parties

To work within and stay up to date with template changes and advice framework

To work within a regulated environment and stay abreast of legislative changes

Liaise with Head Office admin centres as required

Knowledge and Experience:

Previous experience of working in a Financial Services role

Able to prove ability to pass RO exams

Working towards Diploma qualification preferential

Take pride in producing high quality, accurate and timely information

Demonstrate excellent verbal and written communication skills

Experience of using client management systems

Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce


About the role

Role type: full-time

Job type: permanent

Salary: £24500

Start date: 27/02/2023

Travel required: no

Hours per week: 40

Working days:

  • Monday-Friday

Job benefits

The position offers the option of hybrid working with potential expansion into Dundee.

About the applicant

Our ideal candidate would also: Have excellent social and interpersonal skills dealing with clients Have excellent communication, organizational and attention to detail skills Problem solving and analytical skills Ability to work as part of a large team and contribute to the overall business aims

About the employer

We genuinely believe in employee development and offer support in all areas of career advancement.

How to apply

To apply for this job applications should be made at:

The following items are required as part of your application:

  • Curriculum Vitae (CV)

Closing date: 24/01/2023