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Financial Planning Support Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Financial Planning Support Specialist

**About the Role**

We are seeking a skilled Financial Planning Support Specialist to join our team at Eden Scott. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing. You will also attend meetings as required and contribute to the growth and development of our team.

**Key Responsibilities**

* Provide technical research and report writing support to our financial advisers
* Attend meetings as required to discuss client cases and provide expert advice
* Contribute to the growth and development of our team through knowledge sharing and best practice
* Collaborate with our financial advisers to deliver high-quality client services

**Requirements**

* Diploma qualified or close to obtaining in financial planning
* Minimum 2 years experience in financial planning/wealth management
* Strong software, IT skills, and back office experience
* Keen eye for detail and ability to work inline with FCA legislation/regulations

**What We Offer**

We offer a flexible and attractive package to the successful candidate, including a competitive salary and opportunities for career development and growth. If you are a motivated and experienced Financial Planning Support Specialist looking for a new challenge, please get in touch to discuss this opportunity further.