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Financial Planning Assistant

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Opportunity at Eden Scott

Eden Scott, a leading financial services company, is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the company's financial advisers in providing high-quality services to clients.

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 effective communication and interpersonal skills
  • Support the company's growth strategy by working collaboratively with the team

Requirements:

  • Diploma qualification in financial planning or a related field (or close to obtaining)
  • Minimum 2 years of experience in financial planning/wealth management, providing support to financial advisers
  • Strong software, IT skills, and back-office experience
  • Excellent attention to detail and ability to work in line with FCA legislation and regulations

What We Offer:

  • A flexible and attractive package
  • Opportunities for career development and growth within the company
  • A dynamic and supportive work environment