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Financial Services Paraplanner

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team at Eden Scott, a reputable and award-winning financial services practice. As a Paraplanner, you will play a crucial role in providing investment analysis and risk profiling for our high net worth clients.

Key Responsibilities:

  • Provide investment analysis and risk profiling for clients
  • Review and create reports on behalf of the firm
  • Conduct research and report writing across a range of financial services products, including investments, pensions, and life products
  • Liaise with clients and providers via telephone and face-to-face

Requirements:

  • Highly skilled in suitability report writing and research
  • Accustomed to working in a fast-paced environment
  • Excellent communication and interpersonal skills

About Us:

Eden Scott is a leading financial services practice with a strong reputation for delivering exceptional results. We are committed to providing our clients with the highest level of service and expertise.