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Financial Planning Support Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Job Opportunity

Eden Scott is seeking a skilled professional to join their team as a Financial Planning Support Specialist. This role will provide essential support to their financial advisers through technical research and report writing, as well as attending meetings as required.

The successful candidate will have a strong background in financial planning and wealth management, with a minimum of 2 years of experience providing support to financial advisers. They will be responsible for carrying out technical support, including cashflow modelling, pensions, investment, and estate/tax planning services.

Key Responsibilities:

  • Provide technical research and report writing support to financial advisers
  • Attend meetings as required to support financial advisers
  • Carry out cashflow modelling, pensions, investment, and estate/tax planning services
  • Support the development of financial planning strategies and solutions

Requirements:

  • Minimum 2 years of experience in financial planning and wealth management
  • Diploma qualified or close to obtaining
  • Strong software and IT skills, with a keen eye for detail
  • Ability to work in a hybrid environment and support a team culture

About Eden Scott:

Eden Scott is a leading financial planning company that offers a range of services throughout the country. They are committed to providing exceptional support to their clients and are seeking a skilled professional to join their team.