Job Description
Eden Scott’s client is seeking a Paraplanner Assistant to join their growing Wealth Management team in Edinburgh, supporting Financial Planners in delivering a high-quality and compliant client experience.
As a key member of our Financial Planning Support Team, you will work closely with Financial Planners to provide technical support, prepare reports and documentation, and ensure the delivery of compliant and client-focused financial planning solutions.
Key Responsibilities
* Provide accurate technical and research support to Financial Planners
* Prepare high-quality suitability and review reports
* Create summary recommendations for the processing team
* Ensure recommendations adhere to internal standards and compliance requirements
* Liaise with planners to clarify recommendations where necessary
* Collate or complete application forms for submission
* Maintain and update client records using Intelliflo
* Support internal teams and compliance when required
* Maintain knowledge of our centralised investment proposition and procedures
Skills & Experience Required
1. Strong understanding of financial planning and investment products
2. Prior experience preparing suitability reports and conducting product r...