Paraplanning Expert

5 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Exciting Opportunity for Experienced Paraplanners

We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Edinburgh. As a key member of our team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth and success of our business.

Key Responsibilities:
  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Providing technical support to the team with paraplanning and research support
  • Carrying out market research on behalf of your adviser prior to meeting
  • Assisting in the on-going due diligence reviews of investment funds and Platforms
  • Providing appropriate support to the Financial Adviser / MD
Requirements:
  • Experience as a Paraplanner, either having completed your exams or made significant progress towards them
  • Background in both Pensions and Investments with excellent report writing skills
  • Experience of using research tools such as FE Analytics, ideally knowledge of Intelligent Office
What We Offer:
  • An excellent opportunity to develop your experience and further your career
  • An attractive package, hybrid working, further study support, and the chance to join us during a growing time in our history

We are a close-knit and warm, professional business team that values collaboration and knowledge sharing. If you are a committed, enthusiastic, and flexible individual with the ability to bring new ideas to the firm, we would love to hear from you.

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