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 karen.kerr@edensott.com 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
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