At a Glance
- Tasks: Craft tailored financial reports and support advisers with technical expertise.
- Company: Established financial services firm promoting growth and development.
- Benefits: Competitive salary, hybrid working, study support, and generous holiday allowance.
- Other info: Dynamic environment with excellent career development opportunities.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: 2-3 years of paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
A well-established financial services firm, due to ongoing growth, has a number of paraplanner positions, including remote 6‑month FTC and permanent positions working hybrid from central Edinburgh. This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward‑thinking environment where exam support and career development is encouraged.
In this role, you’ll be central to the financial planning process, supporting advisers and clients with technical expertise and detailed analysis.
Responsibilities- Crafting tailored financial reports and suitability letters.
- Conducting research and modelling to support client recommendations.
- Preparing tax calculations and financial plans.
- Liaising with providers to gather investment and product information.
- Supporting client meetings and maintaining accurate documentation.
- Ensuring compliance with FCA regulations and internal standards.
- Collaborating with colleagues on complex cases and sharing best practices.
- 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.
- Excellent written communication and report‑writing skills.
- Proficiency in Microsoft Office, especially Word and Excel.
- A proactive, organised approach to managing workload independently.
- Competitive salary
- Scope for career development
- Hybrid/flexible working
- Study support
- High holiday allowance
- Group pension
- PMI/Life assurance
Paraplanner and 6 month FTC remote employer: Eden Scott
Join a well-established financial services firm that prioritises employee growth and development, offering a competitive salary and extensive benefits including study support and a generous holiday allowance. With a hybrid working model based in the vibrant city of Edinburgh, you'll thrive in a forward-thinking environment that values high-quality financial planning and collaboration, making it an excellent place for passionate paraplanners to advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner and 6 month FTC remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for paraplanner roles. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions and scenarios related to paraplanning, so you can showcase your expertise with confidence.
✨Tip Number 3
Don’t forget to highlight your soft skills! Being organised and proactive is key in this role, so be ready to share examples of how you've managed workloads and collaborated with colleagues in the past. It’s all about showing you’re a team player!
✨Tip Number 4
Apply through our website for the best chance at landing that remote FTC position! We’re all about supporting your career development, so make sure to take advantage of the resources we offer to help you shine during the application process.
We think you need these skills to ace Paraplanner and 6 month FTC remote
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the paraplanner role. Highlight your relevant experience and skills that match the job description, especially your understanding of financial products and regulatory frameworks.
Showcase Your Writing Skills:Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. Use professional language but let your personality shine through – we want to see who you are!
Highlight Your Experience:Don’t forget to mention your 2-3 years of paraplanning experience and any qualifications like the Level 4 Diploma in Financial Planning. This will show us you’re serious about your career in financial services.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your financial products and regulatory frameworks. Being able to discuss these confidently will show that you’re not just a candidate, but a knowledgeable professional ready to contribute.
✨Tailor Your Examples
When discussing your experience, relate it directly to the responsibilities listed in the job description. For instance, share specific examples of how you've crafted financial reports or supported client meetings in the past.
✨Show Your Passion
Let your enthusiasm for financial planning shine through. Talk about why you love this field and how you see yourself growing within a forward-thinking environment. This can really set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Think about asking about their approach to career development or team collaboration.
