Paraplanner or trainee

Eden Scott; Scotland; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in Scotland is seeking a motivated IFA support professional. The role focuses on supporting financial planners, preparing reports, and ensuring compliance. Candidates should possess strong numerical skills and attention to detail, with assistance towards professional qualifications offered. This position provides a competitive salary and an excellent working environment.

Benefits

Full training towards qualifications

Friendly and supportive environment

Career development opportunities

Competitive salary and benefits package

Qualifications

• Eager to learn and pursue professional qualifications in financial planning.
• Previous experience in a financial or administrative role is beneficial.

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.

Skills

Strong numerical skills

Excellent attention to detail

Ability to communicate complex information

Proficient in Microsoft Office

Job description

Eden Scott's client is seeking a motivated, experienced IFA support professional to join their team either as a Paraplanner or an experienced Senior IFA administrator to develop into such a role. 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:

• 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 They 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

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 to discuss in more detail with Alison Curran prior to progressing applications.