Senior Paraplanner

3 days ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time
Job Description

Company Overview

Eden Scott is a leading chartered financial advice firm in Glasgow, renowned for its exceptional service and commitment to employee development. Our team has a strong reputation for excellence, and we're seeking an experienced paraplanner to join our close-knit and dynamic team.

Job Summary

We're looking for a skilled paraplanner to support our financial advisers in preparing suitability reports, liaising with product providers, and providing technical support to the team. As a key member of our team, you'll have the opportunity to develop your expertise and contribute to the growth of our business.

Key Responsibilities

  • Preparation of comprehensive suitability reports
  • Liaising with product providers to collate pension and investment information
  • Providing technical support to the team, including paraplanning and research assistance
  • Carrying out market research on behalf of financial advisers
  • Assisting in due diligence reviews of investment funds and platforms
  • Supporting financial advisers and management in their daily activities

Requirements

To be considered for this role, you'll need to have:

Experience as a paraplanner, either with completed exams or significant progress towards themStrong knowledge of pensions and investments, with excellent report writing skillsExperience with research tools, such as FE Analytics, and knowledge of Intelligent Office would be advantageousA commitment to continuous learning and professional development

What We Offer

As a valued member of our team, you'll enjoy:

An attractive salary and benefits packageHybrid working arrangements, allowing for a healthy work-life balanceOpportunities for career development and professional growthSupport for further study and professional certificationsA dynamic and supportive work environment

How to Apply

If you're a motivated and experienced paraplanner looking to take your career to the next level, please submit your application, including your CV and a cover letter, to discuss this opportunity further.

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