Financial Services Paraplanner

5 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Financial Services Paraplanner Job Description

**About the Role**

We are seeking a highly skilled and experienced paraplanner to join our team at Eden Scott. As a paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our clients, as well as reviewing and creating reports on behalf of the firm.

**Key Responsibilities**

* Provide investment analysis and risk profiling for clients
* Review and create reports on behalf of the firm
* Conduct research and report writing across a wide range of financial services products
* Liaise with clients and providers via telephone and face-to-face

**Requirements**

* Highly skilled in suitability report writing and research
* Accustomed to working in a fast-paced environment
* Excellent communication and interpersonal skills

**What We Offer**

* A rare opportunity to join a growing and reputable practice
* A close-knit team environment
* Opportunities for professional growth and development

**How to Apply**

If you are a motivated and experienced paraplanner looking for a new challenge, please submit your details for review.



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