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For Companies At a Glance
- Tasks: Draft client reports, conduct product research, and support financial advisers.
- Company: Leading investment management firm based in central Edinburgh.
- Benefits: Competitive salary, hybrid working, study support, and professional development.
- Why this job: Join a values-driven team and make a real impact in financial services.
- Qualifications: Experience in paraplanning, strong communication skills, and proficiency in financial software.
- Other info: Collaborative environment with opportunities for growth and innovation.
The predicted salary is between 28800 - 48000 £ per year.
A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The successful candidate will play a pivotal role in supporting advisers through the preparation of comprehensive financial reports, conducting product research, and ensuring client data is accurately maintained. This position requires a proactive approach to managing workflows, collaborating with internal teams, and engaging with clients and third parties.
Key Responsibilities
- Draft and deliver client reports and annual reviews with precision and clarity
- Collaborate with advisors to implement client requests and financial strategies
- Maintain and update client records using financial planning software
- Conduct technical research to support financial recommendations
- Liaise with clients and external providers, both in person and remotely
- Ensure all work complies with regulatory standards and internal policies
- Contribute to process improvement and departmental efficiency
- Support the collection and reporting of management information (MI)
Experience required
- Previous experience in a paraplanning or technical support role within financial services
- Strong understanding of financial products, planning tools, and compliance frameworks
- Excellent communication skills and the ability to build trust with clients
- Highly organised, with the ability to manage multiple priorities independently
- Proficiency in Microsoft Office and financial modelling software
This is a fantastic opportunity to be part of a values-driven organisation that prioritises integrity, long-term thinking, and client-first service. The team fosters a collaborative environment where independence and innovation are encouraged, and professional development is actively supported. A competitive salary, benefits package, study support and hybrid working is on offer and a chance to join them during a period of growth.
Please get in touch as soon as possible to hear more and have a confidential discussion with Alison Curran prior to progressing.
Technical Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at investment firms. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or online, make sure to highlight your experience with financial planning software and your ability to manage multiple priorities. This is your time to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your previous experience in paraplanning and any relevant financial services roles. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of financial products and your proactive approach.
Showcase Your Communication Skills: Since excellent communication is key, make sure your application reflects this. Use clear and concise language, and don’t hesitate to demonstrate how you've built trust with clients in the past. We love a good story!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our values-driven organisation!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and planning tools. Being able to discuss these confidently will show that you’re technically proficient and ready to support the advisers effectively.
✨Prepare for Technical Questions
Expect questions that dive deep into compliance frameworks and financial regulations. Practise articulating your understanding of these areas, as it’s crucial for ensuring all work complies with regulatory standards.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage multiple priorities. Share specific examples from your past experience where you successfully juggled tasks and maintained accuracy in client records.
✨Engage with Real Scenarios
Think of a few real-life scenarios where you collaborated with advisers or clients. This will help you demonstrate your proactive approach and ability to contribute to high-quality client service during the interview.
