Paraplanner Assistant

Eden Scott; Glasgow; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Full training towards professional qualifications

Supportive working environment

Competitive salary and benefits

Career development opportunities

Job summary

A financial services firm in Glasgow is seeking a motivated Paraplanner Assistant to support financial planners with research and reporting. The role involves conducting product analysis and ensuring compliance. Candidates should have experience in financial services and strong numerical skills, with training provided for professional qualifications. This is an excellent opportunity for career development within the industry.

Qualifications

• Experience in Financial Services, preferably in IFA Support Admin role.
• Eager to learn and pursue qualifications in financial planning like CII or CISI.
• 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)

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 for information.
• Maintain accurate records and data management.

Skills

Numerical skills

Analytical skills

Attention to detail

Communication skills

Proficient in Microsoft Excel

Proficient in Microsoft Word

Education

Professional qualifications in financial planning (CII/CISI)

Job description

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 [e-mail] 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