Job Opportunity

Eden Scott is seeking an experienced Paraplanner to join their team in a dynamic and supportive environment.

About the Role

The successful candidate will be responsible for:

• Compiling comprehensive suitability reports detailing recommended advice for clients
• Utilizing various provider systems for carrying out client actions, including rebalancing, fund switches, and withdrawals
• Conducting thorough research and analysis on funds, models, DFM, and platforms
• Providing technical support to advisers and administrators on complex planning matters
• Implementing recommendations and preparing reports for client review meetings
• Updating client information and relevant spreadsheets
• Building and maintaining strong client relationships
• Performing general administrative tasks

About the Ideal Candidate

The successful candidate will possess:

• Demonstrable knowledge and experience in Paraplanning, including proficiency in back-office systems such as Intelligent Office
• Integrity, intuition, flexibility, and the ability to work effectively as a team member
• A strong understanding of financial planning principles and regulations

What We Offer

Eden Scott offers a competitive salary, annual bonus, and hybrid working options in a supportive and dynamic environment.