Senior Financial Planner

2 days ago


Glasgow, United Kingdom Eden Scott Full time

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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