Our qualitative and fresh approach to financial planning is driving growth and attracting high calibre clients not just in Scotland but across the UK. With the support of Schroders and Benchmark Capital, Wealth Professional are a dynamic, flexible, and forward-looking business. So, if you are enthusiastic, enjoy success while working within a close knit team, and willing and able to help other team members - then please get in touch!
The role primarily involves:
- Relationship management with our high calibre clients located across the UK.
- Preparation of suitability reports and understanding of compliance requirements.
- Provide technical support to the team around provider processes and platforms.
- You must have experience with both pensions and investments with excellent report writing skills.
- Liaising with product providers to collate pension and investment information.
- Experience of research tools such as FE Analytics and cashflow modelling would be an advantage.
- Wealth Professional offer an attractive salary and benefits package, and, importantly, support wellbeing and modern lifestyles.
If you’re interested to find out a bit more then either pick up the phone or email us directly – happy to have a chat!
