Associate project manager Work, Jobs in Tranent, Eln (with Salaries)

Paraplanner
Seven Investment Management —Edinburgh
- Microsoft Word
- Writing skills
- Continuous improvement
Associate, Portfolio Analytics & Reporting, PFS
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance
Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance
Associate Civil Engineer - Water
AECOM —Edinburgh
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Bachelor's degree
Associate Director - Mechanical
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Mentoring
- Training & development
Blast Technical Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Analysis skills
- In-person
Investment Accounting Project Manager - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Financial services
- In-person
- Work from home
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Team management
- Recruiting
- Leadership
Quick apply
Operations & Logistics Internship, Amazon Logistics
Amazon EU SARL (UK Branch) —Dunfermline
- Full-time
- English
- Analysis skills
- Business
Institutional Onboarding Associate, EMEA
Franklin Templeton Investments —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- English
- Bachelor's degree
3d
Operations Associate (Full-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Customer service
Quick apply
Ecological Compliance and Consents Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
3d
Operations & Logistics Internship, Amazon Logistics
Amazon EU SARL (UK Branch) —Edinburgh
- Full-time
- English
- Analysis skills
- Business
ONE SPA Membership Executive
Marriott International, Inc —Edinburgh
- Full-time
- Organisational skills
- Training & development
- Communication skills
10d
Operations Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Recruiting
- Leadership
- Communication skills
Quick apply
Consulting Associate- Contaminated Land and Remediation (Entry Level)
ERM Group —Edinburgh
- Full-time
- Data analysis skills
- Travel
- In-person
Operations Associate (Part-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Part-time
- Customer service
Quick apply
Manufacturing Operations Manager
Rexroth —Glenrothes
- Full-time
- Engineering
- Continuous improvement
- Team management
- Employee discount
Quick apply

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Paraplanner

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Benefits

Company pension

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Pension
Report writing
Financial modelling
Report generation
Suitability report preparation
Stakeholder liaison
Writing skills
Mentoring junior staff
Case record updates
Microsoft Office Suite
Numeracy
Continuous improvement
Mentoring
Professional development mentoring
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose
Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support.

Responsibilities

Create clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly articulated, suitable for the client’s circumstances, and compliant with regulatory and internal quality standards
Carry out detailed research and cash flow modelling using appropriate tools and assumptions to support financial planning recommendations, assess long-term sustainability, and clearly demonstrate suitability for the client
Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability assessments
Provide support and guidance to Level 1 Paraplanners and be prepared to take ownership of Statements of Suitability (SoS), withdrawal and fund switch recommendations when required to ensure workloads are appropriately shared across the team
Ensuring the accuracy, appropriateness, and timely delivery of all client communications, including emails, letters, and reports
Mentor and train Client Service Associates, actively sharing knowledge and best practice to ensure errors are minimised, and the highest level of client service is delivered
Manage own workloads, ensuring the best client experience is provided
Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan)
Liaise with third-party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients
Participate in any projects and relevant business initiatives when required
Complete monthly compliance modules in a timely fashion before deadlines
Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system)
Continually suggesting realistic and appropriate improvements and solutions to problems to your line manager and others across 7im and update/create procedures as and when required
Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Keep ahead of FCA rules and regulatory changes, embedding compliance into daily practice
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager

About You

Skills

Accuracy and attention to detail
Client-focused, delivering a high standard of client service
Must be proactive and able to use initiative
Excellent written and verbal communication skills
Ability to work with minimum supervision whilst managing multiple and conflicting deadlines
Adaptive to change
Skilled with research tools such as FE Analytics and cash flow modelling
Proficient in Microsoft Word, Excel and ideally have experience of Xplan (or a similar Practice Management System)

Knowledge

Experience in report writing is essential
Minimum of 1-2 years’ experience as a Level 1 Paraplanner
Product knowledge of pensions, bonds and other wrappers
Good working knowledge of all Microsoft Office applications, specifically Excel

Qualifications

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
An industry-relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired

Other relevant information

Reports to the Paraplanner Team Manager

About Us

Not Specified

Apply Now

Refine Your Search

associate project manager jobs in tranent, eln

Paraplanner

Associate, Portfolio Analytics & Reporting, PFS

Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh

Associate Civil Engineer - Water

Associate Director - Mechanical

Blast Technical Lead

Investment Accounting Project Manager - Associate

Assistant Banking Manager, Edinburgh

Junior Investment Associate

Visual Lead - Multrees Walk, Edinburgh

Operations & Logistics Internship, Amazon Logistics

Institutional Onboarding Associate, EMEA

Operations Associate (Full-Time) - Multrees Walk, Edinburgh

Ecological Compliance and Consents Lead

Operations & Logistics Internship, Amazon Logistics

ONE SPA Membership Executive

Operations Lead - Multrees Walk, Edinburgh

Consulting Associate- Contaminated Land and Remediation (Entry Level)

Operations Associate (Part-Time) - Multrees Walk, Edinburgh

Manufacturing Operations Manager

I want to receive the latest job alerts for associate project manager in tranent, eln

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