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Senior Financial Planning Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

**About the Role**

Eden Scott is seeking a highly skilled and experienced Senior Financial Planning Specialist to join their team in either Edinburgh or Dundee office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, attending meetings as required.

**Key Responsibilities**

• Provide technical research and report writing support to financial advisers

• Attend meetings as required to support the advice process

• Work closely with financial advisers to deliver high-quality advice to clients

• Develop and maintain strong relationships with clients and colleagues

• Collaborate with the management team to drive business growth and development

• Train, mentor, and coach junior team members to enhance their skills and knowledge

**Requirements**

• Diploma qualified or close to obtaining in financial planning

• 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 inline with FCA legislation and regulations

• Excellent communication and interpersonal skills, with the ability to work effectively in a team environment

• Strong business acumen and ability to contribute to the company's direction of travel

**What We Offer**

• A competitive salary and benefits package

• Opportunities for career development and progression

• A dynamic and supportive work environment

• The chance to work with a leading financial planning and investment management company