Senior Paraplanner and Manager
4 weeks ago
Eden Scott is seeking an experienced Senior Paraplanner and Manager to join their team. This is a rare and exciting opportunity for a skilled professional to make a significant impact and add value to the company.
Key Responsibilities:
- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information
- Providing technical support to the team with paraplanning and research
- Carrying out market research on behalf of advisers
- Assisting in due diligence reviews of investment funds and platforms
- Providing support to Financial Advisers and MDs
Requirements:
- Experience in an IFA or investment manager
- Chartered exams or significant progress towards
- Background in Pensions and Investments with excellent report writing skills
- Defined benefit experience a plus
- Experience with research tools and cash flow modelling advantageous
What We Offer:
- An excellent opportunity to develop your experience and further your career
- An attractive package and further study support
- The chance to join a growing company during an exciting time in their history
Eden Scott is a highly respected company with a close-knit team. We are looking for a committed, enthusiastic, and flexible individual who can bring new ideas to the firm.
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