Paraplanner or trainee

Eden Scott’s client a chartered financial adviser firm is seeking a motivated, experienced IFA support professional to join their team either as a Paraplanner or an experienced Senior IFA administrator to develop into such a role. This is a fantastic opportunity to develop your skills and gain valuable experience in a steadily growing business and learn from experienced peers.

Key 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
• Eager to learn and pursue professional qualifications in financial planning (such as CII or CISI)
• Previous experience in a financial or administrative role is beneficial but not essential

What They Offer:

• 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 to discuss in more detail with Alison Curran prior to progressing applications.