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.