Senior Financial Planning Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

**About the Role**

Eden Scott is seeking a highly skilled and experienced Senior Financial Planning Specialist or Paraplanner Team Leader to join our team in Edinburgh or Dundee. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.

**Key Responsibilities**

  • Provide technical research and report writing support to financial advisers
  • Attend meetings as required to support the advice process
  • Develop and maintain strong relationships with clients, providing exceptional communication and interpersonal skills
  • Contribute to the development of our team's direction and strategy
  • Train, mentor, and coach colleagues to support their career development

**Requirements**

  • Diploma qualified or close to obtaining, with a minimum of 2 years' experience in financial planning/wealth management
  • Strong software, IT skills, and back office experience, with a keen eye for detail and ability to work inline with FCA legislation/regulations
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

**What We Offer**

Eden Scott offers a flexible and attractive package, with opportunities for career development and growth. If you are a motivated and experienced professional looking to join a dynamic team, please get in touch to discuss this opportunity further.



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