Financial Paraplanner

4 weeks ago


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

Eden Scott is seeking an experienced Paraplanner to join their team in Edinburgh. As a key member of the wealth management firm, you will be responsible for preparing Suitability Reports and liaising with product providers to collate pension and investment information.

Key Responsibilities:
  • Assist in the on-going due diligence reviews of investment funds and platforms
  • Provide support to the Financial Adviser/MD
  • Collaborate with the team to achieve business objectives
Requirements:
  • Experience as a Paraplanner within an IFA
  • Completed exams or significant progress towards completion
  • Strong knowledge of pensions and investments
  • Excellent report writing skills
  • Cash flow modelling experience
  • Familiarity with research tools such as FE Analytics
About the Role:

This is an excellent opportunity to join a highly respected wealth management firm in Edinburgh. As a Paraplanner, you will play a crucial role in supporting the Financial Adviser/MD and contributing to the success of the team.

Eden Scott is committed to providing a supportive and collaborative work environment. If you are a motivated and enthusiastic individual with a passion for financial services, we encourage you to apply for this exciting opportunity.


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