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Pension Planning Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

About the Role:

We are seeking an experienced Pension Paraplanner to join our team at Eden Scott. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers and helping our clients achieve their financial goals.

Key Responsibilities:

  • Preparation of Suitability Reports to ensure our clients receive tailored advice and guidance on their pension options.
  • Liaising with product providers to collate pension and investment information for replacement contracts, ensuring seamless transitions for our clients.
  • Assisting in the ongoing due diligence reviews of investment funds and platforms to maintain the highest standards of quality and integrity.
  • Providing expert support to our Financial Advisers and Management team, helping to drive business growth and development.

Requirements:

  • Proven experience in pensions and investments, with a strong background in report writing and analysis.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  • Knowledge of research tools such as FE Analytics is highly desirable, although not essential.
  • A flexible and adaptable approach, with a willingness to learn and grow with our business.

What We Offer:

  • A competitive salary and benefits package, reflecting your skills and experience.
  • The opportunity to work with a dynamic and growing business, with a strong focus on career development and progression.
  • A hybrid working arrangement, allowing you to balance your work and personal life.
  • Further study support, to help you continue to grow and develop your skills and knowledge.