Highly Experienced Paraplanner

1 month ago


Edinburgh, United Kingdom Eden Scott Full time

Overview: Eden Scott is a leading recruitment firm seeking an experienced paraplanner to support our clients in the financial services sector. This role presents an excellent opportunity for career advancement and professional growth.

Salary: £40,000 - £55,000 per annum

Key Responsibilities: Our ideal candidate will be responsible for preparing suitability reports, liaising with product providers, and providing technical support to the team. They will also conduct market research on behalf of our clients, review investment funds and platforms, and provide due diligence.

Requirements:
• Proven experience as a paraplanner within an IFA
• Strong knowledge of pensions and investments
• Excellent report writing skills and cash flow modelling expertise
• Familiarity with research tools such as FE Analytics and software like Intelligent Office or Xplan
• Team management and leadership skills are essential for this role

Benefits:
• Attractive salary package
• Opportunity for further study and professional development
• Chance to work with a reputable recruitment firm and contribute to its success


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