Paraplanner - Financial Planning Support
5 days ago
Eden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.
Key Responsibilities:
- Conduct technical research and provide high-quality report writing support to financial advisers.
- Attend meetings with clients and provide expert advice on financial planning matters.
- Develop and maintain strong relationships with clients, communicating effectively and providing exceptional customer service.
- Collaborate with the financial planning team to achieve business objectives and support career development pathways.
Requirements:
- Diploma qualified or close to obtaining in financial planning or a related field.
- Minimum 2 years of experience in financial planning or wealth management, providing support to financial advisers.
- Strong software, IT skills, and back-office experience, with a keen eye for detail and ability to work in line with FCA legislation and regulations.
- Excellent communication and interpersonal skills, with the ability to fit in with a warm and dynamic office culture.
What We Offer:
- A flexible and attractive package, including opportunities for career development and growth.
- A dynamic and supportive team environment, with a focus on collaboration and teamwork.
- The chance to work with a leading financial planning company, offering a range of services to clients across the country.
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Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
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Paraplanner - Financial Planning Support
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Central, Inverclyde, United Kingdom Eden Scott Full timeJob DescriptionEden Scott is seeking a skilled Paraplanner or Senior Paraplanner to join their team in a hybrid role. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.Key Responsibilities:Conduct technical research and provide...
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