Wealth Planning Specialist
3 weeks ago
We are a leading financial services firm based in Scotland, offering a range of benefits and opportunities for growth and development.
Key Responsibilities- Suitability Reports: Develop detailed reports for clients, ensuring compliance and accuracy.
- Cashflow Modelling: Create complex cashflow models for existing and new cases, analyzing data and providing recommendations.
- Market Intelligence: Conduct market research and comparisons, staying up-to-date with industry trends.
- Document Management: Maintain accurate and compliant records, adhering to regulatory requirements.
- Team Training: Deliver training and support to the technical team, promoting knowledge sharing and growth.
- Firm Development: Contribute to the development of the Firm's proposition, driving innovation and improvement.
- Quality Assurance: Participate in peer reviews of suitability reports, ensuring high-quality output and continuous improvement.
We offer a competitive salary of £45,000 - £55,000 per annum, depending on experience.
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