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
* Strong understanding of financial planning and investment products
* Prior experience preparing suitability reports and conducting product research
* High attention to detail and accuracy in all aspects of work
* Ability to question recommendations and provide constructive feedback
* Effective time management and organisational skills
Technical Skills
* Experience with Intelliflo and CashCalc
* : Basic familiarity with tools such as FE Analytics
* Proficient in basic spreadsheet functions for data entry and reporting
* Experience with systems like DocuSign, SharePoint, or Box
Desirable Attributes
* Clear and professional communication skills – both written and verbal
* Confidence communicating internally and occasionally with clients under supervision
* Basic understanding of regulatory and compliance frameworks
* Commitment to continuous professional development (e.g., working towards qualifications)
If you are passionate about delivering top-tiersupport and thrive in a collaborative, client-focused environment, we’d love to hear from you.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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 on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent