Financial Planning Assistant Manager

12 hours ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Are you a motivated and organized individual with a passion for financial planning? If so, we would love to hear from you As a Financial Planning Assistant Manager at Eden Scott, you will have the opportunity to work with our highly respected wealth management firm based in Glasgow.

In this role, you will be responsible for providing support to our Financial Advisers and MD in preparing Suitability Reports and liaising with product providers to collate pension and investment information for replacement contracts.

You will also assist in ongoing due diligence reviews of investment funds and platforms, using your excellent report writing skills and experience with research tools such as FE Analytics.

The estimated salary for this role is £38,000 - £48,000 per annum.


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