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 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 We 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

Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship