Senior Financial Planner - Client-Centric Advice

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 55,000; Full time

Job summary

A respected advisory firm in Scotland is seeking a qualified adviser to provide tailored financial planning advice. The role includes advising clients on pensions and investments, conducting detailed meetings, and ensuring excellent client relationship management. Candidates must hold a Level 4 qualification in financial planning, with experience in the financial services sector being essential. A proactive approach and attention to detail are crucial for success.

Qualifications

• Level 4 qualification in financial planning is essential.
• Experience in advising clients on pensions, investments, and protection.
• Ability to communicate complex information clearly.

Responsibilities

• Provide regulated financial advice to clients.
• Conduct in-depth fact-finding meetings and write reports.
• Maintain a schedule of regular client reviews.

Skills

Client relationship building

Communication

Attention to detail

Organizational skills

Education

Level 4 qualification in financial planning

Job description

A respected advisory firm in Scotland is seeking a qualified adviser to provide tailored financial planning advice. The role includes advising clients on pensions and investments, conducting detailed meetings, and ensuring excellent client relationship management. Candidates must hold a Level 4 qualification in financial planning, with experience in the financial services sector being essential. A proactive approach and attention to detail are crucial for success.