Financial Planning Consultant

3 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Opportunity: Financial Planning Consultant

About the Role:

We are seeking a highly skilled Financial Planning Consultant to join our team at Eden Scott. As a leading Wealth Manager, we are committed to delivering exceptional financial planning services to our clients.

Key Responsibilities:

  • Develop and maintain long-lasting relationships with clients, providing holistic financial planning advice and guidance.
  • Work closely with our team to deliver complex financial planning solutions, including pensions and investments.
  • Contribute to business development and client book growth, leveraging our strong brand reputation and ongoing client enquiries.
  • Collaborate with industry-leading professionals to stay up-to-date with the latest financial planning trends and best practices.

Requirements:

  • Chartered or close to Chartered status, with experience in complex and high net worth financial planning.
  • Strong technical background in Paraplanning, with a passion for intellectual and driven work.
  • Ambitious and motivated individual, seeking to progress and develop their career.

What We Offer:

An attractive salary and bonus, benefits, and the opportunity to work with a reputable and well-established Wealth Manager. If you are a skilled Financial Planning Consultant looking for a new challenge, please get in touch to discuss this opportunity further.



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