Paraplanner - Pensions Management Professional
3 hours ago
About the Role:
Eden Scott is seeking a skilled Paraplanner to join their team, supporting financial advisers in pensions management and technical research. The ideal candidate will possess strong communication skills, adaptability, and a keen eye for detail, with a focus on delivering high-quality results that meet FCA legislation and regulations.
Key Responsibilities:
- Provide technical support to financial advisers in pensions management, cash flow modelling, and investment planning
- Conduct research and create reports to support advisers in their work
- Develop and maintain strong relationships with clients, communicating effectively to understand their needs and deliver tailored solutions
- Collaborate with the management team to shape the company's direction and contribute to the growth strategy
Requirements:
- Relevant diploma or near completion, with a preference for level 4 qualifications
- Minimum 2 years of experience in financial planning or wealth management, providing support to financial advisers
- Strong software and IT skills, with a focus on back-office experience and attention to detail
- Excellent communication and interpersonal skills, with the ability to work within a dynamic team environment
Awarding an attractive package and flexible working arrangements, this is an exceptional opportunity to join Eden Scott's team and contribute to their growth and success.
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