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Paraplanner

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Summary:

We are seeking a highly skilled and motivated Paraplanner to join our team at Eden Scott. As a Paraplanner, you will play a vital role in supporting our financial advisers in providing exceptional client service.

Key Responsibilities:

  • Provide technical research and report writing support to our financial advisers
  • Attend meetings as required to ensure seamless communication with clients
  • Contribute to the development of client relationships and build strong working relationships with colleagues
  • Assist in the preparation of client reports and presentations
  • Stay up-to-date with industry developments and regulatory requirements

Requirements:

  • Diploma qualification in financial planning or close to obtaining
  • Minimum 2 years' experience in financial planning or wealth management, providing support to financial advisers
  • Strong software and IT skills, with a keen eye for detail
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for career development and professional growth
  • A dynamic and supportive team environment
  • The chance to work with a leading financial planning company

About Us:

Eden Scott is a leading recruitment agency specializing in financial services recruitment. We are passionate about helping our clients find the best talent in the industry and supporting our candidates in achieving their career goals.