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Senior Paraplanner

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time
Senior Paraplanner Opportunity

We are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.

Key Responsibilities:
  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Assisting in due diligence reviews of investment funds and platforms
  • Providing support to Financial Advisers and MD

As a Senior Paraplanner, you will have a strong background in pensions and investments, with excellent report writing skills. Experience with research tools such as FE Analytics and Intelligent Office would be advantageous, but not essential.

What We Offer:
  • An attractive package
  • Hybrid working arrangements
  • Further study support
  • The opportunity to join a growing firm with a close-knit team

If you are a committed, enthusiastic, and flexible individual with a passion for delivering high-quality results, we would love to hear from you. Please get in touch to discuss this role and other opportunities within the area.