Senior Financial Planner

4 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

My client is a respected wealth management firm in Edinburgh city centre. This role involves preparing Suitability Reports and liaising with product providers for pension and investment information.

To be considered, you must be an experienced Paraplanner within an IFA, having completed exams or made significant progress towards them. Your background should include both pensions and investments with excellent report writing skills. Experience of cash flow modelling and using research tools like FE Analytics would be advantageous.

The ideal candidate will be a committed, enthusiastic individual with flexible working hours. You will also have team management duties and the opportunity to participate in the investment committee.

This role offers a competitive salary of £40,000 - £60,000 per annum, depending on experience.



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