Financial Planning Support Specialist
2 days ago
Job Opportunity
Eden Scott, a leading financial services company, is seeking a skilled professional to join their team as a Financial Planning Support Specialist. This role will provide essential support to their financial advisers through technical research and report writing, as well as attending meetings as required.
Key Responsibilities:
- Provide technical support to financial advisers in the form of research and report writing
- Attend meetings as required to support the financial advisers
- Assist with cashflow modelling, pensions, investment, and estate/tax planning services
- Support the development of financial plans and strategies for clients
Requirements:
- Diploma qualification in financial planning or close to obtaining
- Minimum 2 years of experience in financial planning/wealth management, providing support to financial advisers
- Strong software and IT skills, with a keen eye for detail
- Ability to work in a hybrid environment, with flexibility in working arrangements
About Eden Scott:
Eden Scott is a leading financial services company that offers a range of services to clients throughout the country. We are committed to providing exceptional support to our clients and are seeking a skilled professional to join our team.
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