Financial Planning Specialist
5 days ago
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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