Senior Financial Planning Specialist

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Financial Planning and Investment Management Opportunity

Eden Scott is seeking a skilled and experienced paraplanner or senior paraplanner team leader to join their team in either Edinburgh or Dundee. This is an exciting opportunity to work with a leading financial planning and investment management company that offers a range of services throughout the country.

The successful candidate will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required. They will work closely with the team to deliver high-quality advice to clients, and will have the opportunity to develop their skills and knowledge in a dynamic and supportive environment.

The ideal candidate will have a minimum of 2 years' experience in financial planning and wealth management, and will be diploma qualified or close to obtaining. They will also have strong software and IT skills, as well as a keen eye for detail and the ability to work in line with FCA legislation and regulations.

This is a rare opportunity to join a successful and growing company, and to be part of a team that is passionate about delivering exceptional service to clients. If you are a motivated and experienced professional looking for a new challenge, please get in touch to discuss this opportunity further.

Key Responsibilities:

  • Provide technical research and report writing support to financial advisers
  • Attend meetings and provide support as required
  • Work closely with the team to deliver high-quality advice to clients
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Minimum 2 years' experience in financial planning and wealth management
  • Diploma qualified or close to obtaining
  • Strong software and IT skills
  • Keen eye for detail and ability to work in line with FCA legislation and regulations


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