Overview

Base pay range: Direct message the job poster from Eden Scott. Business Manager - Financial Services recruitment at Eden Scott.

Due to continued growth and expansion of their team, a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. They offer very flexible hybrid working, exam support and excellent benefits.

Responsibilities

• Attend client meetings as required alongside Financial Planners and Directors
• Communicate with clients in the absence of the adviser
• Provide technical support
• Research and preparation of client advice in conjunction with Financial Planners and Directors
• Prepare client reports / suitability letters
• Support advisers with client and product research as required
• Research due diligence on the market & negotiating with product suppliers for the best possible rates
• Process new business applications
• Prepare client packs and paperwork prior to meetings
• Develop and maintain client contact and relationships
• Liaise with product providers to collate pension and investment information, maintain client files
• Ensure advice provided is compliant and meets regulatory requirements
• Keep up to date with financial products and legislation

Qualifications

• Paraplanner with relevant experience, or developing within an adviser’s office
• Strong back-office systems and platforms experience
• Excellent report writing skills
• Diploma minimum preferred; opportunities for internal development for the right candidate

Team and culture

As a close-knit and warm, professional business team, collaboration is key — sharing knowledge and suggesting improvements where applicable.

What’s on offer

Excellent opportunity to develop your experience, progress your career and utilise your expertise. The package is attractive, with hybrid working, study support, and the chance to join during a time of growth in the company.

How to apply

Please get in touch as soon as possible to discuss this role and potentially other opportunities within the area. Send your CV or click apply now to discuss further — all applications treated in the strictest confidence.

Employment details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance, Analyst, and Administrative
• Industries: Financial Services and Banking

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