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Senior Paraplanner

2 months ago

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

We are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.

Key Responsibilities:

  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Assisting in due diligence reviews of investment funds and platforms
  • Providing support to Financial Advisers and Management

Requirements:

  • Experience in pensions and investments
  • Excellent report writing skills
  • Knowledge of research tools such as FE Analytics (ideally Intelligent Office)

What We Offer:

  • An attractive package
  • Hybrid working
  • Further study support
  • The opportunity to join a growing firm

We are looking for a committed, enthusiastic, and flexible individual who can bring new ideas to our firm. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please get in touch to discuss this opportunity further.