Trainee Paraplanner

Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Edinburgh. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week

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 We 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

If you are interested in this role please contact Karen Kerr or email karen.kerr@edensott.com or call Karen on

Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship

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 or drop off a CV at financialservices@edenscott.com 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.