Investment Support Professional
1 week ago
Eden Scott, a leading financial services firm, is seeking a skilled Paraplanner (Pensions Management) to join their team in Edinburgh.
Key Responsibilities:
- Provide technical support to Financial Planners and Directors in the preparation of client advice.
- Research and collate pension and investment information from product providers.
- Maintain accurate and up-to-date client files.
- Ensure advice provided meets regulatory requirements and is compliant.
- Stay informed about financial products and legislation.
Requirements:
- Experience as a paraplanner or senior paraplanner in an adviser's office or provider.
- Strong back office systems and platforms experience.
- Excellent report writing skills.
What We Offer:
- An attractive package.
- Hybrid working arrangements.
- Further study support.
About Eden Scott:
Eden Scott is a growing financial services firm with a strong presence in Edinburgh. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
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