Trainee Paraplanner

Trainee Paraplanner focuses on assisting in preparing financial plans, reports, and investment recommendations.

What the role involves

• Assisting 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.
• Maintaining accurate records and data management.

Skills and requirements

• Strong numerical and analytical skills.
• 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).

Confirmed role details

• Career development opportunities within the financial planning industry.
• Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship.

Additional role context

• Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow.
• Requires you to be in the office 5 days a week.