Investment Support Manager

2 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Key Responsibilities

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The successful Paraplanner will be responsible for:

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  • \
  • Preparing Suitability Reports and other documentation\
  • Liaising with product providers to collate pension and investment information\
  • Providing technical support to the team\
  • Conducting market research on behalf of the Financial Adviser\
  • Assisting with ongoing due diligence reviews of investment funds and platforms\
  • Offering support to the Financial Adviser/MD\
  • Collaborating with colleagues to achieve team goals\
  • Developing and maintaining strong relationships with clients and stakeholders\
  • Contributing to the development of new business opportunities\
  • Staying up-to-date with industry developments and best practices\
  • Complying with relevant regulations and policies\
  • Participating in regular training and professional development activities\


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