Paraplanner / Financial Planning Specialist

Eden Scott; City of Edinburgh; On-site; GBP 35,000 - 55,000; Full time

Job summary

Eden Scott's client is looking for a Paraplanner / Financial Planning Specialist in Edinburgh. This role involves delivering comprehensive financial reviews, managing client transactions, and providing technical support on financial matters. The ideal candidate should have experience in financial services, strong analytical skills, and a collaborative team spirit.

Qualifications

• Proven experience in technical or administrative financial services role.
• Strong understanding of financial planning, pensions, and investments.
• High attention to detail with strong analytical and numerical skills.

Responsibilities

• Deliver accurate annual reviews and financial summaries.
• Process client transactions and maintain detailed records.
• Provide technical input on tax and pension matters.

Skills

Client account management

Financial transactions

Attention to detail

Analytical skills

Verbal communication

Written communication

Organisational skills

Time management

Team collaboration

Tools

FE Analytics

Voyant

MoneyInfo

Microsoft Office

Intelliflo

Job description

Eden Scott's client is seeking a dedicated Paraplanner / Financial Planning Specialist to support their dynamic team in Edinburgh. This role offers an exciting opportunity to contribute to their clients' financial well-being while advancing your career in a supportive environment.

As a Paraplanner / Financial Planning Specialist you will play a pivotal role in delivering exceptional service to our clients. Your responsibilities will include:

• Deliver accurate, comprehensive annual reviews within agreed timelines.

• Prepare and issue annual financial reviews using tools such as FE Analytics.


• Complete drawdown reviews and provide technical input on tax and pension matters.


• Accurately process client transactions, including fund switches, withdrawals, and contributions.


• Maintain client records and data across platforms, including MoneyInfo.


• Raise annual and quarterly fees and manage documentation for adviser submissions.


• Submit new business and input data into our back-office system (Intelliflo).


• Troubleshoot system issues and support ongoing service case management.


• Assist with financial plan preparation and contribute to process improvements.


• Provide technical and administrative support to advisers and colleagues.


• Prepare and issue compliant documentation, such as recommendation reports and deeds of assignment.

The ideal candidate will possess:

• Proven experience in a technical or administrative financial services role, ideally within financial planning or investment.


• Hands-on experience in client account management and financial transactions.


• Familiarity with platforms such as FE Analytics, Voyant, and MoneyInfo.


• Strong understanding of financial planning, pensions, investments, and related products.


• Solid understanding of regulatory standards and compliance in documentation.


• Excellent written and verbal communication abilities.


• High attention to detail with strong analytical and numerical skills.


• Proficiency in Microsoft Office and financial software tools.


• Effective multitasking with good organisational and time-management capabilities.


• Collaborative team player who is adaptable and solution-oriented.

This position is based in their Edinburgh office, offering a collaborative and professional work environment.

PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND BASED IN SCOTLAND

Email CV to [e-mail]

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 0131 550 1100 or drop off a CV at [e-mail] 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.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.