Business Manager - Financial Services Recruitment at Eden Scott
Due to further expansion, our client, a leading financial planning and investment management company that offers services throughout the country, has a requirement for a paraplanner or a senior/paraplanner team leader to join either their Edinburgh or Glasgow office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients, including cashflow modelling, pensions, investment, and estate/tax planning services with support from investment managers for their client’s other requirements.
The structure of their team means that the successful hire would have hands-on exposure to clients, be a vital part of the advice process, and have their input recognized. Continued client contact means that communication and interpersonal skills are key, along with fitting into their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach, and support colleagues and have input into the company's direction as part of the management team.
While they can be flexible on exams (and support studies), particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining, but a senior must have level 4. A minimum of 2 years experience is needed in financial planning/wealth management – either provider, IFA, or investment manager etc. – providing support to financial advisers carrying out technical support. However, they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm, and eagerness to develop would be key if hiring at that level. Strong software, IT skills, and back office experience are a must, with a keen eye for detail and carrying out work in line with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
Seniority Level
Mid-Senior Level
Employment Type
Full-time
Job Function
Administrative, Other, and Analyst
Industries
Financial Services, Banking, and Investment Management
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