Financial Services Paraplanner
7 days ago
Job Summary:
We are seeking a highly skilled and experienced Paraplanner to join our team at Eden Scott, a reputable and award-winning financial services practice. As a Paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our high net worth clients.
Key Responsibilities:
- Provide investment analysis and risk profiling for clients
- Review and create reports on behalf of the firm
- Conduct research and report writing across a range of financial services products, including investments, pensions, and life products
- Liaise with clients and providers via telephone and face-to-face
Requirements:
- Highly skilled in suitability report writing and research
- Accustomed to working in a fast-paced environment
- Excellent communication and interpersonal skills
About Us:
Eden Scott is a leading financial services practice with a strong reputation for delivering exceptional results. We are committed to providing our clients with the highest level of service and expertise.
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