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Senior Financial Planner
JR United Kingdom
City of Edinburgh
On-site
GBP 40,000 - 80,000
Full time
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Job summary
A prominent financial services firm in Edinburgh is seeking a seasoned financial planner to take over clients from a retiring adviser. This role offers a unique chance to contribute to business growth while working with a talented team of professionals. You will provide comprehensive financial planning advice, manage client relationships, and ensure administrative tasks are completed accurately. This opportunity promises an excellent salary, bonuses, and a car allowance, making it an attractive position for those looking to advance their careers in financial services.
Benefits
Qualifications
- Experience in providing financial planning advice to diverse clients.
- Strong ability to analyze client information for tailored advice.
Responsibilities
- Provide financial planning advice and assist in achieving business targets.
- Identify and establish contact with clients and prospects.
Skills
Job description
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.
- 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 analyzing information required to provide financial planning advice.
- Reviewing existing client’s 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.
An exciting time to be joining this practice and work with exceptional financial services professionals.
There is an excellent salary, bonus, and car allowance.
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