Paraplanner: Remote/Hybrid, Study Support & Growth

Eden Scott; City of Edinburgh; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Scope for career development

Hybrid/flexible working

Study support

High holiday allowance

Group pension

PMI/Life assurance

Job summary

Eden Scott, a well-established financial services firm, is offering paraplanner positions based in central Edinburgh with hybrid working options. The role is critical to the financial planning process, providing support to advisers and clients through technical expertise.

Candidates should have at least 2-3 years of experience in paraplanning and a Level 4 Diploma in Financial Planning or be progressing towards it. The opportunity includes benefits such as a competitive salary, career development, and study support.

Qualifications

• At least 2-3 years of paraplanning experience.
• Level 4 Diploma in Financial Planning (or equivalent), or progress towards it.
• Strong understanding of financial products and regulatory frameworks.

Responsibilities

• Craft tailored financial reports and suitability letters.
• Conduct research and modeling for client recommendations.
• Prepare tax calculations and financial plans.
• Liaise with providers for investment and product information.
• Support client meetings and maintain documentation.
• Ensure compliance with FCA regulations.
• Collaborate with colleagues on complex cases.

Skills

Paraplanning experience

Financial products understanding

Written communication

Microsoft Office proficiency

Organisational skills

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Job description

Eden Scott, a well-established financial services firm, is offering paraplanner positions based in central Edinburgh with hybrid working options. The role is critical to the financial planning process, providing support to advisers and clients through technical expertise.

Candidates should have at least 2-3 years of experience in paraplanning and a Level 4 Diploma in Financial Planning or be progressing towards it. The opportunity includes benefits such as a competitive salary, career development, and study support.