Pensions and Investments Expert

4 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

About the Position

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We are looking for a seasoned Paraplanner to join our client's team at Eden Scott. This individual will play a critical role in supporting Financial Planners, participating in client meetings, and providing expert advice on pensions and investments.

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Key Responsibilities

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The successful candidate will be responsible for:

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  • Developing and implementing pension and investment strategies;">
  • Collaborating with Financial Planners to deliver exceptional client service;">
  • Providing expert advice on DB transfers and other complex pension matters;">
  • Acting as an ambassador for the Financial Advisers (Chartered) when needed.">
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Requirements and Qualifications

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To excel in this role, you will need:

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  • A deep understanding of pensions and investments, including authorization in DB transfers;">
  • Strong communication and interpersonal skills;">
  • Ability to work under pressure and prioritize tasks effectively;">
  • Flexibility to adapt to changing workloads and priorities.">
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Salary Package

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The role comes with an attractive salary package that can be tailored to meet the needs of the successful candidate. Our client offers a competitive compensation structure that reflects their commitment to employee satisfaction.



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