About the Role

Eden Scott is seeking an experienced Paraplanner to join their team in a bespoke consultancy environment.

The successful candidate will be provided with a broad exposure to financial planning matters, working closely with the existing Paraplanners to support their Advisers in looking after a portfolio of clients.

Key Responsibilities

• Compiling suitability reports detailing the recommended advice to suit the client's needs
• Using various providers' systems for carrying out specific client actions, including rebalancing, fund switches, withdrawals, amendments to income, and submitting new business
• Completing Fund, Model, DFM, and Platform research and analysis
• Carrying out product analysis and comparisons
• Instructing the IFA Administrator to proceed with preparation of the pack for the client
• Providing technical support to advisers and administrators regarding complex planning matters
• Implementing recommendations
• Preparing reports for client review meetings
• Updating client information and relevant spreadsheets
• Building and maintaining client relationships
• General administration

About the Person

You will have demonstrable knowledge and experience of Paraplanning, including knowledge of appropriate back-office systems. You will be organised, analytical, able to follow direction, and demonstrate attention to detail. Integrity, intuition, flexibility, and the ability to work as a member of a team are also essential qualities.

Our preferred starting level of qualification for this role is the Diploma in Regulated Financial Planning. A competitive salary and annual bonus are on offer, together with hybrid working as an option.