Financial Planning Assistant
5 days ago
Job Opportunity at Eden Scott
Eden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.
Key Responsibilities:
- Provide technical research and report writing support to financial advisers
- Attend meetings as required to ensure seamless communication
- Contribute to the development of cashflow models, pensions, investment, and estate/tax planning services
- Build and maintain strong relationships with clients through continued contact
- Collaborate with the team to achieve business objectives and support career development pathways
Requirements:
- Diploma qualified or close to obtaining in a relevant field
- Minimum 2 years of experience in financial planning/wealth management, providing support to financial advisers
- Strong software, IT skills, and back office experience
- Excellent communication and interpersonal skills
- A keen eye for detail and ability to work in line with FCA legislation/regulations
What We Offer:
- A flexible and attractive package
- Opportunities for career growth and development
- A dynamic and supportive work environment
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