Senior Paraplanner
4 weeks ago
Eden Scott is seeking a highly skilled and experienced Technical Paraplanner to join their team in Edinburgh city centre. As a key member of the close-knit team, you will work closely with the Managing Director to provide investment analysis and risk profiling for high net worth individuals.
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
- Work closely with the Managing Director to identify areas for improvement in the business
Requirements:
- Diploma qualified and ideally close to Chartered status
- Previous wealth management experience
- Excellent communication skills and a highly attentive nature
- Ability to liaise with clients and providers via telephone and face-to-face
What We Offer:
- An outstanding salary package
- The opportunity to progress your career within a first-class IFA
- A relaxed, professional, and niche working environment
If you are a skilled and experienced Technical Paraplanner looking for a new challenge, please submit your details for immediate review and discussion with Alison Curran.
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Senior Technical Paraplanner
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Edinburgh, United Kingdom Eden Scott Full timeJob Title: Senior Technical Paraplanner We are currently seeking a highly skilled and experienced Senior Technical Paraplanner to join our team at Eden Scott in Edinburgh city centre. As a Senior Technical Paraplanner, you will be responsible for providing investment analysis and risk profiling for our clients, reviewing and creating reports on behalf of the...
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