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- Tasks: Support clients' financial well-being through reviews, transactions, and documentation.
- Company: Join a dynamic team at Eden Scott in Edinburgh, focused on financial planning.
- Benefits: Enjoy a collaborative work environment with opportunities for career advancement.
- Why this job: Make a real impact on clients' lives while developing your skills in finance.
- Qualifications: Experience in financial services, strong communication, and analytical skills required.
- Other info: This role is based in Scotland; apply if you meet the experience criteria.
The predicted salary is between 30000 - 42000 £ per year.
Eden Scott’s client is seeking a dedicated Paraplanner / Financial Planning Specialist to support their dynamic team in Edinburgh. This role offers an exciting opportunity to contribute to their clients\’ financial well-being while advancing your career in a supportive environment.
As a Paraplanner / Financial Planning Specialist you will play a pivotal role in delivering exceptional service to our clients.
Your responsibilities will include:
- Deliver accurate, comprehensive annual reviews within agreed timelines.
- Prepare and issue annual financial reviews using tools such as FE Analytics.
- Complete drawdown reviews and provide technical input on tax and pension matters.
- Accurately process client transactions, including fund switches, withdrawals, and contributions.
- Maintain client records and data across platforms, including MoneyInfo.
- Raise annual and quarterly fees and manage documentation for adviser submissions.
- Submit new business and input data into our back-office system (Intelliflo).
- Troubleshoot system issues and support ongoing service case management.
- Assist with financial plan preparation and contribute to process improvements.
- Provide technical and administrative support to advisers and colleagues.
- Prepare and issue compliant documentation, such as recommendation reports and deeds of assignment.
The ideal candidate will possess:
- Proven experience in a technical or administrative financial services role, ideally within financial planning or investment.
- Hands-on experience in client account management and financial transactions.
- Familiarity with platforms such as FE Analytics, Voyant, and MoneyInfo.
- Strong understanding of financial planning, pensions, investments, and related products.
- Solid understanding of regulatory standards and compliance in documentation.
- Excellent written and verbal communication abilities.
- High attention to detail with strong analytical and numerical skills.
- Proficiency in Microsoft Office and financial software tools.
- Effective multitasking with good organisational and time-management capabilities.
- Collaborative team player who is adaptable and solution-oriented.
This position is based in their Edinburgh office, offering a collaborative and professional work environment.
PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND BASED IN SCOTLAND
Email CV to
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 us on 0131 550 1100 or drop off a CV at and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
Paraplanner / Financial Planning Specialist employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Financial Planning Specialist
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who work in Edinburgh. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as FE Analytics and Intelliflo. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering these platforms.
✨Tip Number 3
Prepare for the interview by brushing up on your knowledge of financial regulations and compliance standards. Being able to discuss these topics confidently will show that you are well-versed in the industry and ready to contribute from day one.
✨Tip Number 4
Showcase your attention to detail and organisational skills during any interactions with the company. Whether it's through follow-up emails or during the interview, highlight examples of how you've successfully managed complex tasks in previous roles.
We think you need these skills to ace Paraplanner / Financial Planning Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in roles similar to a Paraplanner or Financial Planning Specialist. Emphasise your familiarity with tools like FE Analytics and your understanding of financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Mention specific experiences that demonstrate your analytical skills and attention to detail, as these are crucial for the role.
Highlight Technical Skills: In your application, clearly outline your proficiency in financial software tools and platforms mentioned in the job description. This includes your experience with client account management and processing transactions accurately.
Showcase Communication Abilities: Since excellent written and verbal communication is essential for this role, provide examples in your application where you successfully communicated complex financial information to clients or colleagues.
How to prepare for a job interview at Eden Scott
✨Know Your Financial Tools
Familiarise yourself with the financial tools mentioned in the job description, such as FE Analytics and MoneyInfo. Be prepared to discuss how you've used these tools in your previous roles and how they can enhance client service.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, highlight specific examples where your meticulous nature has positively impacted client outcomes or streamlined processes.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you’ve successfully communicated complex financial concepts to clients or colleagues, ensuring clarity and understanding.
✨Prepare for Technical Questions
Expect questions related to tax, pensions, and compliance standards. Brush up on your knowledge in these areas and be ready to provide insights or solutions based on your experience.
