Senior Paraplanning Manager
1 week ago
Paraplanning Manager Opportunity
Eden Scott is seeking an experienced Paraplanning Manager to join our team. As a key member of our wealth management firm, you will play a crucial role in supporting our financial advisers and contributing to the growth of our business.
Key Responsibilities:
- Prepare Suitability Reports to the highest standard
- Liaise with product providers to collate pension and investment information for replacement contracts
- Provide technical support to the team with paraplanning and research assistance
- Conduct market research on behalf of our advisers prior to meetings
- Assist in ongoing due diligence reviews of investment funds and platforms
- Offer support to our Financial Advisers and Managing Director
Requirements:
To be considered for this role, you must have experience working within an IFA or investment manager. Your background should include both pensions and investments, with excellent report writing skills. You will be a committed, enthusiastic, and flexible individual with the ability to bring new ideas to our firm.
About Eden Scott:
We are a highly respected wealth management firm with a close-knit team. We value our employees and offer opportunities for growth and development. If you are looking for a challenging and rewarding role, please get in touch to discuss this opportunity further.
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