Senior Financial Planning Specialist
4 days ago
Eden Scott, a leading financial services firm, is seeking a skilled Senior Financial Planning Specialist or Financial Planning Team Leader to join their team in Edinburgh or Dundee. This is an exciting opportunity to contribute to the company's growth strategy and support their financial advisers in providing holistic financial advice to clients.
Key Responsibilities:
- Provide technical research and report writing support to financial advisers
- Attend meetings as required to ensure seamless client communication
- Contribute to the development of client relationships and business growth
- Collaborate with the management team to drive the company's direction and strategy
Requirements:
- Diploma qualification in financial planning or close to obtaining
- Minimum 2 years of experience in financial planning or wealth management, providing support to financial advisers
- Strong software and IT skills, with a keen eye for detail and ability to work in line with FCA legislation and regulations
About Eden Scott:
Eden Scott is a dynamic and forward-thinking financial services firm, committed to delivering exceptional client service and support. As a member of our team, you will have the opportunity to work with a talented group of professionals, develop your skills and expertise, and contribute to the company's continued growth and success.
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