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Senior Financial Planning Specialist

4 weeks ago

Linlithgow, West Lothian, United Kingdom Talent Finder Full time

At Talent Finder, we are seeking a Senior Financial Planning Specialist to join our team in Linlithgow.

About the Role

This is an exciting opportunity for an experienced professional to take on a key role within our financial services firm.

Job Description

The ideal candidate will have 2+ years of experience in financial planning, excellent attention to detail, and strong organisational skills.

Key Responsibilities:
  • Manage client communications effectively
  • Process new business applications efficiently
  • Prepare accurate financial illustrations

In return, you can expect a competitive salary of £45,000 per annum, 25 days holiday, £1,000 travel expenses, a quarterly bonus, and opportunities for career progression.

What We Offer

Talent Finder is a leading financial services firm that offers a dynamic and supportive work environment. Our team is passionate about delivering exceptional results and providing opportunities for growth and development.