💼 About This Role

You'll provide high-quality technical and report-writing support to advisers at a fast-growing wealth management firm. You'll produce clear, tailored suitability reports that reflect individual client needs, while helping keep report templates accurate and current. This hybrid role is based in Edinburgh or Inverurie.

🎯 What You'll Do

• Analyse client requirements and develop cash flow models
• Construct financial planning solutions with computer models and reports
• Prepare suitability reports and client reviews
• Coordinate with advisers, administrators, and external professionals

📋 Requirements

• Diploma in Financial Planning (minimum Level 4)
• 2 years industry experience
• Excellent report writing and communication skills
• Strong analytical skills with structured working approach