Senior Financial Planner

IDEX Consulting Ltd; City of Edinburgh; On-site; GBP 50,000 - 90,000; Full time

Job summary

An exciting opportunity has emerged within a renowned IFA practice in Edinburgh, seeking a dynamic senior planner to manage a retiring adviser’s clients and drive business growth. This role encompasses providing tailored financial planning advice, developing client relationships, and achieving business targets. Join an exceptional financial services team and contribute to the success of a well-established firm. With a competitive salary, bonus structure, and car allowance, this position offers a unique chance to advance your career in a supportive environment. If you are passionate about financial services and ready for a new challenge, this role is perfect for you.

Benefits

Bonus Structure

Car Allowance

Qualifications

• Experience in providing financial planning advice to diverse clients.
• Strong ability to maintain client relationships and achieve business targets.

Responsibilities

• Provide financial planning advice and assist in achieving business targets.
• Identify and establish contact with clients and prospective clients.

Skills

Financial Planning

Client Relationship Management

Business Development

Analytical Skills

Education

Relevant Financial Qualifications

Job description

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Divisional Director Financial Services at IDEX Consulting Ltd

About the Company:

A unique opportunity has arisen within this well-known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring adviser’s clients and to help grow the business.

This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.

About the Role:

• Providing financial planning advice to a wide range of clients.
• Assisting in the development and achievement of annual business targets and financial budgets.
• Identifying and establishing contact with allocated client bank and prospective clients.
• Gathering and analysing information required to provide financial planning advice.
• Reviewing existing clients’ circumstances regularly and taking appropriate action.
• Completing all administration in a timely and accurate manner with the help and support of an exceptional back office team.
• Maintaining performance standards.
• Creating and maintaining appropriate business relationships.

Qualifications:

An exciting time to be joining this practice and work with exceptional financial services professionals.

There is an excellent salary, bonus, and car allowance.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development, Consulting, and Sales