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    Senior Paraplanner - Edinburgh, United Kingdom - Eden Scott

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    Description
    My client is a highly respected wealth management firm with an office based in the centre of Edinburgh.

    A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth.

    Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD

    Your background will include both Pensions and Investments with excellent report writing skills, ideally with cash flow modelling experience.

    Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office or Xplan would be advantageous.

    Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.

    Should this role not be of interest please sign up for our job alerts/get in touch via the Eden Scott website.

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