Senior Financial Planner
2 days ago
Job Summary: We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Eden Scott. The ideal candidate will have a strong background in wealth management and excellent communication skills.
Main Responsibilities:
- Providing investment analysis and risk profiling for high net worth clients
- Reviewing and creating reports on behalf of the firm
- Researching and writing reports across a range of financial services products
- Liaising with clients and providers via telephone and face to face
Requirements:
- Diploma qualified and ideally close to Chartered status
- Previous wealth management experience
- Excellent communication and research skills
What We Offer:
- An outstanding salary package
- Opportunities for career progression within a reputable IFA firm
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