Financial Planning Manager

6 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

**About the Role**

Eden Scott is seeking a highly skilled and experienced Paraplanner Manager to join their team in either their Edinburgh or Dundee office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.

**Key Responsibilities**

  • Provide technical research and report writing support to financial advisers
  • Attend meetings as required to support the financial planning team
  • Develop and maintain strong relationships with clients and colleagues
  • Contribute to the development of the financial planning team and support the growth strategy of the company

**Requirements**

  • Minimum 2 years experience in financial planning/wealth management, providing support to financial advisers
  • Diploma qualified or close to obtaining, with a preference for level 4
  • Strong software, IT skills, and back office experience
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

**What We Offer**

  • A competitive salary and benefits package
  • Opportunities for career development and growth within the company
  • A dynamic and supportive work environment
  • Flexible working arrangements and a hybrid work model

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