Financial Planning Professional

1 day ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Title:

A skilled Paraplanner or Senior/Paraplanner Team Leader is required to support our growth strategy in Edinburgh or Glasgow office.

Key Responsibilities:
  • Provide technical research and report writing support to financial advisers
  • Attend meetings as required
  • Assist with cashflow modelling, pensions, investment, and estate/tax planning services
Requirements:
  • Diploma qualified or close to obtaining (Level 4 for senior role)
  • Minimum 2 years experience in financial planning/wealth management, providing support to financial advisers
  • Strong software, IT skills, back-office experience, and attention to detail
  • Familiarity with FCA legislation/regulations
What We Offer:
  • Flexible working arrangements
  • Hybrid remote work option
  • Career development pathways
  • Opportunity to train, mentor, coach, and support colleagues (senior role)
Estimated Salary: £35,000 - £50,000 per annum

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