Financial Planning Director, Edinburgh
As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients.
Key Responsibilities:
* Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
* Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.
Client Relationship Management:
* Nurture and expand client relationships through effective communication and tailored financial guidance.
* Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
* Market Analysis and Investment Strategy:
* Stay abreast of market trends, economic indicators, and regulatory changes.
* Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.
Risk Management:
* Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
* Collaborate with clients to establish contingency plans for unforeseen circumstances.
Tax Planning:
* Work closely with clients to optimise tax strategies and minimise liabilities.
* Stay informed about tax code changes and their potential impact on clients' financial plans.
Team Collaboration:
* Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
* Share insights and best practices to contribute to the collective expertise of the organisation.
Qualifications:
* Bachelor's degree ideally in Finance, Business, or related field.
* Minimum Level 4 CII, CISI or LIBF qualification but preference for level 6
* Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
* In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
* Strong analytical, interpersonal, and communication skills.
Benefits:
* Competitive compensation package including potential Partnership
* Health and retirement benefits.
* Professional development opportunities.
* Collaborative and dynamic work environment.
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