Financial Planning Specialist

5 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Financial Planning Specialist

**Key Responsibilities:**

* Provide exceptional support to HNW/UHNW clients in the full financial planning process
* Attend meetings and write complex reports
* Conduct extensive analysis following reviews and act as next in line when the adviser is not present

**Requirements:**

* Experience in wealth management with a similar position
* HNW experience preferred
* Excellent communication and analytical skills

**What We Offer:**

* Competitive salary and benefits package
* Opportunity to join a leading Investment Manager with a strong reputation in the market

**About the Role:**

This is a unique opportunity to work with a leading Investment Manager in the heart of Glasgow's financial district. As a Financial Planning Specialist, you will be heavily involved in the full financial planning process with HNW/UHNW clients. You will have the opportunity to work with complex financial data and develop your analytical skills. If you are a motivated and experienced professional looking for a new challenge, this could be the perfect opportunity for you.

**Contact Information:**

Please get in touch with Alison to discuss this opportunity further.



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