We are seeking a talented Financial Planner to join our Financial Planning team in Edinburgh.
This is a great opportunity to build on existing relationships and develop new business, working closely with our Investment Management team. The role involves servicing existing clients and building your own client book.
Responsibilities include:
* Developing new business and servicing existing clients with HNW individuals
* Maintaining and updating client files regularly
* Conducting annual client reviews in line with clients' risk attitudes and strategic needs
* Collaborating with Investment Management colleagues to develop client relationships
Qualifications:
* Level 4 qualification or above (aspiring for Level 7) with an up-to-date Statement of Professional Standing
* Experience in developing new and existing business
* Experience in relationship management with stakeholders
* Passion for providing excellent client service
Additional benefits include:
* Competitive salary and benefits
* Private medical insurance, life assurance, pension contribution
* Hybrid working (role dependent)
* Generous holiday package, with options to purchase additional days
* Shared parental leave
* Fully funded professional training
* Cycle to work scheme, season ticket loan, eye care support
We value diversity and are committed to an inclusive environment. We provide reasonable adjustments during the application process. Please contact your recruiter for support.
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