Paraplanner - junior or experienced

Eden Scott; City of Edinburgh; Vor Ort; GBP 30.000 - 45.000; Vollzeit

Benefits dieser Stelle

Training & qualifications

Friendly environment

Career development

Competitive package

Zusammenfassung

Eden Scott’s client, a chartered financial adviser firm in the United Kingdom, is seeking experienced professionals to join their team as a Paraplanner or Senior IFA administrator. You will support financial planners, prepare plans and reports, and conduct analyses across pensions, investments and protection products.

The role offers full training towards financial planning qualifications, a friendly environment, and clear career progression within the financial planning industry.

Qualifikationen

• Strong numerical and analytical skills.
• Excellent attention to detail.
• Ability to communicate complex information clearly.
• Proficiency in Microsoft Office, especially Excel and Word.
• Willing to learn and pursue financial planning qualifications (CII or CISI).
• Experience in a financial or administrative role.

Aufgaben

• 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.

Kenntnisse

Numerical skills

Attention to detail

Clear communication

Microsoft Office

Financial planning qualifications

Ausbildung

CII or CISI qualifications

Tools

Microsoft Office

Excel

Word

Intelligent Office

Jobbeschreibung

Eden Scott’s client, a chartered financial adviser firm due to ongoing growth, is seeking a number of experienced professionals to join their team either as a Paraplanner or as an experienced Senior IFA administrator. This is a fantastic opportunity to develop your skills and gain valuable experience in a steadily growing business and learn from experienced peers.

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 (ideally intelligent office experience)
• Eager to learn and pursue professional qualifications in financial planning (such as CII or CISI)
• Previous experience in a financial or administrative role

Benefits

• 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
• An excellent package and career development are available to the right candidate and a chance to work in an autonomous, supportive work environment

Please get in touch by applying now to discuss in more detail in confidence with Alison Curran prior to progressing applications.