Paraplanner

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This range is provided by Eden Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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Business Manager - Financial Services recruitment at Eden Scott

Due to continued growth and expansion, a leading financial advice firm with an office in Edinburgh is recruiting for a paraplanner or senior paraplanner. Ideally, candidates should have a diploma minimum, but for the right individual, internal development is possible. They offer flexible hybrid working, exam support, and excellent benefits.

Primary duties include but are not limited to:

1. Attend client meetings alongside Financial Planners and Directors as required.
2. Communicate with clients in the absence of the adviser.
3. Provide technical support.
4. Research and prepare client advice in conjunction with Financial Planners and Directors.
5. Prepare client reports and suitability letters.
6. Support advisers with client and product research.
7. Research market due diligence and negotiate with product suppliers for the best rates.
8. Process new business applications.
9. Prepare client packs and paperwork prior to meetings.
10. Develop and maintain client relationships.
11. Liaise with product providers to gather pension and investment information, and maintain client files.
12. Ensure advice is compliant and meets regulatory requirements.
13. Stay updated on financial products and legislation.

Candidates should be experienced paraplanners or those developing within an adviser's office or provider. Strong experience with back-office systems and platforms, along with excellent report-writing skills, is essential.

As a close-knit and professional team, collaboration, sharing knowledge, and suggesting improvements are valued.

In return, they offer an excellent opportunity to develop your experience, further your career, and utilize your expertise. Benefits include an attractive package, hybrid working, study support, and the chance to join during a growth phase.

Interested candidates are encouraged to contact us promptly to discuss this role and other opportunities. Send your CV or click apply now. All applications will be treated confidentially.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Analyst, and Administrative

Industries

• Financial Services and Banking

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