Eden Scott’s client is seeking a motivated Paraplanner Assistant to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.
Key Responsibilities:
* Support financial planners with research and report preparation
* Assist in preparing financial plans, reports, and investment recommendations
* Conduct analysis on pension, investment, and protection products
* Ensure compliance with industry regulations and internal procedures
* Liaise with clients and product providers to gather necessary information
* Maintain accurate records and data management
Requirements:
* Previous experience working in Financial Services in IFA Support Admin role
* Strong numerical and analytical skills
* Excellent attention to detail
* Ability to communicate complex information clearly
* Proficient in Microsoft Office, especially Excel and Word
* Eager to learn and pursue professional qualifications in financial planning (such as CII or CISI)
What We Offer:
* Full training and support towards professional qualifications
* A friendly and supportive working environment
* Competitive salary and benefits package
* Career development opportunities within the financial planning industry
If you are interested in this role please contact Karen Kerr or email or call Karen on 0131 5501129
Please only apply if you are based in Scotland and can travel to Glasgow this role does not allow for sponsorship
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.