Chartered Associate Financial Planner

ZipRecruiter; City of Edinburgh; On-site; GBP 40,000 - 80,000; Full time

Job summary

An exciting opportunity awaits within a boutique DFM business for an Associate Financial Planner focused on ultra-high-net-worth clients. This role is ideal for a Chartered Adviser or a driven Chartered Paraplanner eager to thrive in a dynamic environment. You will support existing relationships while developing new ones, ensuring clients' goals align with market trends and regulatory changes. Join a firm experiencing significant growth and make a meaningful impact in the UHNW sector, where your expertise will be highly valued and rewarded.

Qualifications

• Chartered Adviser or ambitious Chartered Paraplanner with a focus on UHNW clients.
• Strong understanding of financial planning and market dynamics.

Responsibilities

• Support and develop client relationships with private clients.
• Educate clients on market trends, regulatory changes, and business objectives.

Skills

Chartered Financial Planning

Client Relationship Management

Market Analysis

Regulatory Knowledge

Education

Chartered Financial Planner Qualification

Job description

Job Description

I have partnered with a boutique DFM business that is seeking an Associate Financial Planner to work with their UHNW clients.

We are looking for a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and eager to succeed.

This is an excellent opportunity for candidates interested in exploring the UHNW sector, working with a diverse range of public and private assets, and joining a firm in an exciting growth phase.

Key Responsibilities:

1. Support existing client relationships and develop new ones with private clients.
2. Gain a comprehensive understanding of clients' business objectives, goals, and market challenges, ensuring alignment with relationship plans.
3. Educate clients on emerging trends, market outlooks, issues, regulatory and tax changes, etc.
4. Collaborate effectively with internal stakeholders to define engagement objectives with clients.
5. Demonstrate technical expertise, energy, and ambition.

This is a unique role with high rewards in compensation.