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.
Paraplanner - junior or experienced employer: Eden Scott
Eden Scott is an exceptional employer that fosters a collaborative and innovative work culture, perfect for a Senior Data Modelling Architect. With a strong emphasis on employee growth, we offer continuous learning opportunities and the chance to work on cutting-edge AI-driven projects in a vibrant location. Join us to make a meaningful impact while enjoying a supportive environment that values your expertise and contributions.
