Eden Scott's client is currently seeking a trainee paraplanner/reporting assistant to join an IFA company in Glasgow. The role will require you to be office-based 5 days a week.
The successful individual will be involved in the following duties:
Key Responsibilities:
* Assist financial advisers in preparing client reports and financial plans.
* Conduct research and analysis to support recommendations on pensions, investments, and other financial products.
* Compile detailed financial reports and documentation, ensuring accuracy and compliance with regulatory requirements.
* Liaise with clients to gather necessary information and ensure smooth communication.
* Help maintain client records and files.
* Stay up-to-date with the latest industry trends and product knowledge.
Person Specification:
* Strong analytical and reporting skills.
* Excellent attention to detail and organizational abilities.
* Eagerness to learn and develop within the financial planning sector.
* Proficiency in Microsoft Office, particularly Excel.
* A genuine interest in helping clients achieve their financial goals.
Desirable:
* Previous experience in a financial services or administrative role.
* Knowledge of financial products (pensions, investments, etc.).
* Working towards or interested in pursuing relevant financial planning qualifications.
Additional Information:
* Full training and support provided.
* Opportunities for career progression within the financial services sector.
* A dynamic and collaborative work environment.
* Competitive salary and benefits package.
If you are interested in this role, please contact Karen Kerr or email karen.kerr@edenscott.com or call Karen on 0131 5501129.
Please only apply if you are based in Scotland and can travel to Edinburgh; this role does not allow for sponsorship.
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