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Senior Paraplanner

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Summary: We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. As a Senior Paraplanner, you will play a key role in supporting our financial advisers and contributing to the growth of our business.

Key Responsibilities:

  • Preparation of Suitability Reports, ensuring accuracy and attention to detail.
  • Liaising with product providers to collate pension and investment information for replacement contracts.
  • Providing technical support to the team with paraplanning and research support.
  • Carrying out market research on behalf of your adviser prior to meeting.
  • Assisting in the on-going due diligence reviews of investment funds and Platforms.
  • Providing appropriate support to the Financial Adviser / MD.

Requirements:

  • Experience as a Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported).
  • Background in both Pensions and Investments with excellent report writing skills.
  • Experience of using research tools such as FE Analytics, ideally knowledge of Intelligent Office.
  • Ability to work collaboratively as part of a close-knit team, sharing knowledge and making suggestions for improvements.
  • Commitment to delivering high-quality work and contributing to the growth of our business.

What We Offer:

  • An excellent opportunity to develop your experience and further your career.
  • An attractive package, including hybrid working and further study support.
  • The chance to join a growing business and contribute to its success.