Trainee Paraplanner

Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week

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 pursu...

Ready to Apply?

Submit your application today and join our talented team at Eden Scott.