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Financial Services Paraplanner

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Job Title: Financial Services Paraplanner - Investment Analysis Specialist

Job Summary:

We are seeking a highly skilled and experienced Financial Services Paraplanner to join our team at Eden Scott. As a key member of our close-knit team, you will be responsible for providing investment analysis and risk profiling for our clients, as well as reviewing and creating reports on behalf of the firm.

Key Responsibilities:

  • Provide investment analysis and risk profiling for clients
  • Review and create reports on behalf of the firm
  • Research and report writing across a wide range of financial services products
  • Liaise with clients and providers via telephone and face-to-face

Requirements:

  • Highly skilled in suitability report writing and research
  • Accustomed to liaising with clients and providers
  • Excellent communication and interpersonal skills

About Us:

Eden Scott is a growing and reputable award-winning practice dealing primarily within a niche market of High Net Worth individuals. We are committed to providing exceptional service and expertise to our clients, and we are seeking a talented and experienced professional to join our team.