Desk Based Financial Adviser

AMG Search; City of Edinburgh; Hybrid; GBP 37,000 - 50,000; Full time

Job summary

A leading Wealth Management firm is seeking a Desk-based Associate Financial Planner to join their team in Edinburgh. This role offers the opportunity to service clients' financial planning needs and provides excellent support for career advancement. The position includes a hybrid working model and a starting salary typically around £37K, negotiable up to c. £50K+, plus bonuses and benefits.

Benefits

Bonus and benefits

Career development support

Hybrid working arrangement

Qualifications

• Experience as a Financial Adviser, Mortgage and Protection Adviser, or Paraplanner.
• Ability to develop client relationships and provide financial planning services.

Responsibilities

• Service the financial planning needs of clients across the UK.
• Conduct annual reviews for clients to retain their business.
• Develop skills and advance career as a Financial Planner.

Skills

Excellent communication skills

Client relationship management

Quick learner

Education

Level 4 Diploma

Job description

Overview

Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK.

Responsibilities

• As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK
• You will provide a service to these clients to retain them and develop their business and do annual reviews
• You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner
• Outstanding development and support will be given to you
• Following induction, a hybrid working home/office working arrangement will be available

Qualifications and experience

• You will be at least Level 4 Diploma qualified
• You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner
• You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients

Role specifics

• Desk-based/Telephony Financial Planners and Associate Financial Planners
• Locations Main hubs are Leeds, Bristol and Edinburgh
• Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits

Divisions

• Client Bank Management
  • Work with these clients to retain them and their assets and do annual reviews
  • Ideal for people in the early stage of their career in Financial Services
• Specialist Protection
  • Providing annuity and/or protection advice
  • Complex cases
  • Ideal for someone coming from a life and protection background
  • Someone with a passion for Protection