Eden Scott's client is seeking a motivated Trainee Paraplanner 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. The role requires you to be in the office 5 days a week
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:
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)
Previous experience in a financial or administrative role is beneficial but not essential
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 ON or via email at karen.kerr@edensott.com
Please only apply if you are based in Scotland and can travel to Edinburgh, 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 or drop off a CV at financialservices@edenscott.com 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.