Senior Paraplanner and Manager

4 weeks ago


Glasgow, United Kingdom Eden Scott Full time
Senior Paraplanner and Manager Opportunity

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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