Senior Financial Services Administrator

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Overview

We are seeking an experienced Paraplanner or Senior Paraplanner to join our team in Edinburgh. This role is ideal for individuals with a diploma in financial planning or those looking to develop their skills internally.

The successful candidate will have strong technical knowledge and excellent communication skills, allowing them to provide top-notch support to our Financial Planners and Directors.

Key Responsibilities
  • Attend client meetings as required, working closely with Financial Planners and Directors to deliver exceptional advice.
  • Communicate effectively with clients, ensuring seamless interactions in the absence of the adviser.
  • Provide technical support, researching and preparing client advice in conjunction with senior colleagues.
  • Prepare client reports and suitability letters, showcasing attention to detail and analytical skills.
  • Support advisers with client and product research, ensuring accurate and up-to-date information.

A competitive salary of £30,000 - £40,000 per annum reflects the importance of this role in supporting our team's growth and success.



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