Paraplanner – junior or experienced
Job Description
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.
