Senior Financial Planner

ZipRecruiter; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Edinburgh is seeking an experienced Senior Financial Planner to manage a portfolio of high net worth clients. The role involves providing comprehensive financial advice and requires a Chartered Financial Planner with a strong client focus and over eight years of relevant experience. This position offers opportunities for career progression and potential equity shareholding.

Qualifications

• Over eight years’ experience providing holistic advice to high net worth clients.
• Demonstrated ability to build and maintain client relationships.

Responsibilities

• Offer holistic financial planning to prospective and existing clients.
• Work with professional introducers.
• Provide private client advice on pensions, protection, bonds and trusts.
• Proactively keep up-to-date with new developments in the tax, legal and planning world.

Skills

Holistic financial planning

Client relationship management

Analytical skills

Communication skills

Education

Chartered Financial Planner

Job description

Overview

Senior Financial Planner / Edinburgh/ Permanent / Competitive reward structure / hybrid working

Due to continued growth, our client is seeking an Edinburgh-based senior financial planner to assist with developing its award-winning wealth offering further and inherit a client portfolio.

Extremely client-focused, this well-established, secure and effectively run wealth manager offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software.

The client portfolio you will inherit is made up of high net worth individuals and families and you will be fully supported by an experienced and locally based admin and technical support function.

Career progression is second to none with the opportunity of future equity share holding.

Responsibilities

• Offer holistic financial planning to prospective and existing clients;
• Work with professional introducers;
• Provide private client advice on pensions, protection, bonds and trusts;
• Proactively keep up-to-date with new developments in the tax, legal and planning world;
• In-depth reviews of clients' financial circumstances, current provision and future aims;
• Complete risk analysis and design financial strategies.

The successful candidate

• Chartered Financial Planner with over eight years’ experience providing holistic advice to high net worth clients;
• Inherently client focused with a well developed network;
• Technically gifted with excellent analytical skills;
• Professional with high levels of integrity;
• Superb communication and interpersonal skills with an engaging personality.

Please apply below or contact Scott Caldwell for further information – confidentiality assured.

Aspire is an equal opportunity company. We celebrate and are committed to working with companies who share our values and create an inclusive environment for all employees.