Financial Planning Specialist
6 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team at Eden Scott. As a Paraplanning Expert, you will play a crucial role in providing bespoke consultancy advice to commercial and private clients.
Key Responsibilities- Compiling suitability reports detailing the recommended advice to suit the client's needs
- Using various providers' systems for carrying out specific client actions, including rebalancing, fund switches, withdrawals, amendments to income, and submitting new business
- Completing Fund, Model, DFM, and Platform research and analysis
- Carrying out product analysis and comparisons
- Instructing the IFA Administrator to proceed with preparation of the pack for the client
- Providing technical support to advisers and administrators regarding complex planning matters
- Implementing recommendations
- Preparing reports for client review meetings
- Updating client information and relevant spreadsheets
- Building and maintaining client relationships
- General administration
You will have demonstrable knowledge and experience of Paraplanning, including knowledge of appropriate back-office systems such as Intelligent Office (I.Integrity, intuition, flexibility, and the ability to work as a member of a team are also essential qualities.
We are looking for a candidate with a strong background in financial planning, preferably with a Diploma in Regulated Financial Planning. A competitive salary and annual bonus are on offer, as well as hybrid working as an option.
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Financial Services Support Specialist
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Paraplanner - Financial Planning Specialist
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Inverurie, Aberdeenshire, United Kingdom Eden Scott Full timeEden Scott is seeking a skilled Paraplanner to join their team in a dynamic and growing business.The ideal candidate will have a strong background in financial planning and experience working with commercial and private clients.The role will involve supporting the existing Paraplanners in providing bespoke consultancy advice to clients, including compiling...
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Paraplanner - Financial Planning Specialist
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Inverurie, Aberdeenshire, United Kingdom Eden Scott Full timeEden Scott is seeking a skilled Paraplanner to join their team in a dynamic and growing business.The ideal candidate will have a strong background in financial planning and experience working with commercial and private clients.The role will involve supporting the existing Paraplanners in providing bespoke consultancy advice to clients, including compiling...
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Paraplanner - Financial Planning Specialist
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Inverurie, Aberdeenshire, United Kingdom Eden Scott Full timeJob SummaryEden Scott is seeking an experienced Paraplanner to join their team in a dynamic and growing business. As a Paraplanner, you will play a crucial role in supporting the financial planning process, working closely with the existing Paraplanning team to deliver exceptional client service.Key ResponsibilitiesCompile comprehensive suitability reports...
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Paraplanner - Financial Planning Expert
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Inverurie, Aberdeenshire, United Kingdom Eden Scott Full timeEden Scott is seeking a skilled Paraplanner to join their team in a dynamic and growing business.The company provides bespoke consultancy advice to commercial and private clients, offering independent and unbiased guidance to find the most suitable products and services.The successful candidate will work closely with the existing Paraplanners to support...
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Paraplanner - Financial Planning Expert
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