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Financial Planning Assistant

1 month ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time
Paraplanner Opportunity

Eden Scott is seeking a skilled Paraplanner to support their financial advisers in providing holistic independent financial advice to clients. The successful candidate will be responsible for technical research and report writing, as well as attending meetings as required.

The ideal candidate will have a strong understanding of financial planning and wealth management principles, with a minimum of 2 years experience in a similar role. A diploma qualification in financial planning or close to obtaining is preferred, but not essential. The successful candidate will be able to work independently and as part of a team, with strong communication and interpersonal skills.

The role will involve providing technical support to financial advisers, including cashflow modelling, pensions, investment, and estate/tax planning services. The successful candidate will also have the opportunity to train, mentor, and coach colleagues, and contribute to the company's direction of travel as a member of the management team.

Eden Scott is a leading financial planning company that offers a flexible and attractive package to the successful candidate. If you are a motivated and enthusiastic individual with a passion for financial planning, please get in touch to discuss this opportunity further.