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Financial Planning Assistant

2 months ago

Central Inverclyde, United Kingdom Eden Scott Full time

Job Opportunity at Eden Scott

Eden Scott, a leading financial services company, is seeking a highly skilled and motivated individual to join their team as a Paraplanner (Pensions Management). This is an exciting opportunity for a career-driven professional to work in a dynamic and supportive environment.

Key Responsibilities:

  • Provide technical research and report writing support to financial advisers
  • Attend meetings as required to ensure seamless communication
  • Contribute to the development of cashflow models, pensions, investment, and estate/tax planning services
  • Build and maintain strong relationships with clients through continued contact
  • Collaborate with the team to achieve business objectives and support career development pathways

Requirements:

  • Diploma qualified or close to obtaining in a relevant field
  • Minimum 2 years of experience in financial planning/wealth management, providing support to financial advisers
  • Strong software, IT skills, and back office experience
  • Excellent communication and interpersonal skills
  • A keen eye for detail and ability to work in line with FCA legislation/regulations

What We Offer:

  • A flexible and attractive package
  • Opportunities for career growth and development
  • A dynamic and supportive work environment