Senior Financial Planner

IDEX Consulting; City of Edinburgh; On-site; GBP 50,000 - 75,000; Full time

Job summary

IDEX Consulting is seeking a Senior Wealth Planner for an award-winning Financial Planning firm in Edinburgh. The role involves managing a client bank, providing financial advice, and mentoring junior planners while collaborating with senior leadership to shape the office strategy and support business development.

Benefits

Exceptional salary and bonus package

Excellent benefits and flexibility

Qualifications

• Proven experience as a Wealth Planner or similar role.
• Chartered Financial Planner accreditation preferred.
• Strong mentoring skills and ability to develop junior staff.

Responsibilities

• Conduct in-depth reviews of clients' financial situations.
• Prepare tailored financial plans and risk analyses.
• Meet clients regularly to provide high-quality service.

Skills

Client Management

Financial Analysis

Risk Assessment

Compliance Awareness

Job description

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Idex Consulting is working with an award-winning Financial Planning firm, seeking a Senior Wealth Planner for the Edinburgh Office.

You will work alongside a Chartered Financial Planner and a junior Financial Planner, providing advice and support, especially for the junior planner.

You will collaborate with the senior leadership team to help shape the office and participate in major decisions.

You will manage an existing client book while developing new business through professional connections.

You will act as a mentor to less experienced team members and support their ongoing development.

You will inherit a client bank of approximately 70 clients with recurring revenue in the region of £k.

You will be supported by a team of excellent administrators and paraplanners.

Responsibilities

In addition to senior responsibilities such as working with the management team as an adviser, your role typically includes:

1. Contact clients and arrange meetings, either in-office or at clients' homes or premises.
2. Conduct in-depth reviews of clients' financial situations, current provisions, and future goals.
3. Analyze information and prepare tailored financial plans.
4. Complete risk analyses.
5. Research the marketplace and inform clients about new and existing products and services.
6. Assist clients in making informed decisions.
7. Research information from various sources, including financial product providers.
8. Review and adapt to clients' changing needs and circumstances.
9. Promote and sell financial products to meet sales targets.
10. Negotiate with product suppliers for favorable rates.
11. Liaise with head office and financial service providers.
12. Stay updated on financial products and legislation.
13. Inform clients about new products or legislative changes affecting their investments.
14. Ensure compliance with regulatory requirements, including disclosure and cost transparency.
15. Meet clients regularly, providing high-quality service in line with company standards.
16. Plan and generate a pipeline to meet business targets.
17. Act in a compliant manner, adhering to FCA rules and regulations, while delivering excellent customer service.

In return, they offer an exceptional salary and bonus package, along with excellent benefits and flexibility.