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Paraplanner - Financial Planning Support

2 months ago

Central Inverclyde, United Kingdom Eden Scott Full time
Job Description

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 work effectively in a team environment.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career development and professional growth.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial planning company and contribute to their growth strategy.