Paraplanner Administrator
Eden Scott, Edinburgh
- Full time
- Permanent
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Posted 1 week ago, 1 Apr
Job ref: E120325
Full Job Description
We are seeking a detail-oriented and proactive Paraplanner Administrator to join our team in Edinburgh and Glasgow. This role offers an exciting opportunity to support financial advisers in delivering high-quality financial planning services to clients.
You will be responsible for preparing reports, conducting research, and managing client documentation while ensuring compliance with industry regulations. This is an excellent opportunity for someone with administrative experience in financial services looking to develop their career in paraplanning.
Key Responsibilities:
- Provide administrative support to financial planners and paraplanners.
- Assist in preparing suitability reports and financial planning recommendations.
- Conduct research on financial products and providers.
- Ensure all client documentation is accurate and up to date.
- Liaise with product providers and clients to facilitate the financial planning process.
- Maintain compliance with regulatory requirements and company policies.
About You:
- Experience in IFA or Paraplanning is essential for the role
- Strong organisational skills and high attention to detail.
- Ability to manage multiple tasks and deadlines effectively.
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and financial planning software.
- Excellent communication skills, both written and verbal.
- A proactive and positive attitude with a willingness to learn.
What We Offer:
- Competitive salary and benefits package.
- Hybrid working model with flexible arrangements.
- Career development opportunities and study support towards industry qualifications.
- A dynamic and supportive work environment.
Benefits:
- Competitive salary with opportunities for professional growth.
- Training and development support to enhance your skills within the financial services sector.
- A supportive and inclusive work culture in our Edinburgh office.
- Comprehensive benefits package, including pension contributions and annual leave entitlement.
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 on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that 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 is an equal opportunity employer and welcomes applications from all qualified individuals.
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