Experienced Paraplanner
22 hours ago
Key Responsibilities:
As a Senior Paraplanner, you will be responsible for providing technical support to the team, including preparation of Suitability Reports, liaison with product providers, and due diligence reviews of investment funds and platforms. You will also conduct market research on behalf of the adviser, using tools such as FE Analytics and software like Intelligent Office or Xplan.
Requirements:
To succeed in this role, you will need:
- Experience as a paraplanner within an IFA
- Good knowledge of pensions and investments
- Excellent report writing skills and cash flow modelling experience
- Familiarity with research tools and software
- Team management and leadership skills
- Ability to bring new ideas and contribute to the investment committee
What We Offer:
As a Senior Paraplanner at Eden Scott, you can expect:
- An attractive package
- Further study support
- Opportunities for career development
- A dynamic and supportive team environment
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