Job description
Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office.
You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner.
You will work with the senior leadership team to help shape the office and be part of major decisions.
You will be able to manage an existing book of clients while also developing further business alongside professional connections.
You will act as a mentor to the less experienced members of the team and assist with their ongoing development.
There is a client bank of 70 clients to inherit with a recurring revenue in the region of £k
You will be supported by a team of excellent administrators and paraplanners
Responsibilities
In addition to senior responsibilities such as working with the management team as an adviser your role typically would be to:
1. contact clients and set up meetings, either within an office environment or in clients' homes or business premises
2. conduct in-depth reviews of clients' financial circumstances, current provision and future aims
3. analyse information and prepare plans best suited to individual clients' requirements
4. complete risk analyses
5. research the marketplace and provide clients with information on new and existing products and services
6. design financial strategies
7. assist clients to make informed decisions
8. research information from various sources, including providers of financial products
9. review and respond to clients changing needs and financial circumstances
10. promote and sell financial products to meet given or negotiated sales targets
11. negotiate with product suppliers for the best possible rates
12. liaise with head office and financial services providers
13. keep up to date with financial products and legislation
14. contact clients with news of new financial products or changes to legislation that may affect their savings and investments
15. meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
16. You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
17. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
18. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits and flexibility.