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For Companies At a Glance
- Tasks: Support Financial Planners by preparing reports and ensuring compliance.
- Company: Join Eden Scott, a growing Wealth Management team in Edinburgh.
- Benefits: Enjoy a collaborative environment with opportunities for professional development.
- Why this job: Be part of a client-focused team making a real impact in financial planning.
- Qualifications: Strong understanding of financial products and prior experience in report preparation required.
- Other info: Opportunity to work with tools like Intelliflo and CashCalc.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Eden Scott’s client is seeking a Paraplanner Assistant to join their growing Wealth Management team in Edinburgh, supporting Financial Planners in delivering a high-quality and compliant client experience.
As a key member of our Financial Planning Support Team, you will work closely with Financial Planners to provide technical support, prepare reports and documentation, and ensure the delivery of compliant and client-focused financial planning solutions.
Key Responsibilities
- Provide accurate technical and research support to Financial Planners
- Prepare high-quality suitability and review reports
- Create summary recommendations for the processing team
- Ensure recommendations adhere to internal standards and compliance requirements
- Liaise with planners to clarify recommendations where necessary
- Collate or complete application forms for submission
- Maintain and update client records using Intelliflo
- Support internal teams and compliance when required
- Maintain knowledge of our centralised investment proposition and procedures
Skills & Experience Required
- Strong understanding of financial planning and investment products
- Prior experience preparing suitability reports and conducting product research
- High attention to detail and accuracy in all aspects of work
- Ability to question recommendations and provide constructive feedback
- Effective time management and organisational skills
Technical Skills
- Experience with Intelliflo and CashCalc
- : Basic familiarity with tools such as FE Analytics
- Proficient in basic spreadsheet functions for data entry and reporting
- Experience with systems like DocuSign, SharePoint, or Box
Desirable Attributes
- Clear and professional communication skills – both written and verbal
- Confidence communicating internally and occasionally with clients under supervision
- Basic understanding of regulatory and compliance frameworks
- Commitment to continuous professional development (e.g., working towards qualifications)
If you are passionate about delivering top-tiersupport and thrive in a collaborative, client-focused environment, we’d love to hear from you.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent
Paraplanner Assistant employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Assistant
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as Intelliflo and CashCalc. Having a basic understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as Paraplanners or Financial Planners. Engaging in conversations can provide you with insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on the latest regulatory and compliance frameworks relevant to financial planning. This knowledge will not only enhance your discussions during interviews but also show your commitment to the industry.
✨Tip Number 4
Prepare to discuss your experience with preparing suitability reports and conducting product research. Be ready to share specific examples that highlight your attention to detail and ability to provide constructive feedback.
We think you need these skills to ace Paraplanner Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner Assistant. Familiarise yourself with the key tasks such as preparing suitability reports and providing technical support to Financial Planners.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and investment products. Emphasise any previous roles where you prepared reports or conducted product research, showcasing your attention to detail and accuracy.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering high-quality client support. Mention your understanding of compliance requirements and your commitment to continuous professional development, which aligns with the company's values.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your communication is clear and professional, as this reflects your attention to detail.
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Make sure you have a solid understanding of financial planning and investment products. Brush up on the specifics of suitability reports and product research, as these will likely come up during your interview.
✨Demonstrate Attention to Detail
Highlight your ability to maintain accuracy in your work. Be prepared to discuss examples where your attention to detail made a difference, especially in preparing reports or documentation.
✨Familiarise Yourself with Relevant Tools
If you have experience with Intelliflo, CashCalc, or similar tools, be ready to talk about it. If not, do some research to understand how these systems work, as they are crucial for the role.
✨Showcase Your Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly and professionally. Think of scenarios where you've effectively communicated complex information, either in writing or verbally.
