Financial Planner

Job Description

About the job

Overview

Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland.

They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can help organically grow the Private Clients arm of the firm. The client has outlined their 10-year plan and wants to hire a Financial Planner that seeks to be a key part of their growth story.

Responsibilities

1. You will be responsible for managing and growing your own portfolio of clients helping them achieve their long-term financial goals.
2. Providing comprehensive financial planning advice and supporting colleagues where necessary.
3. Excellent communication skills and ability to build rapport with clients.

Your profile:

1. Working towards or achieved Chartered status.
2. Genuine desire to provide a high standard of advice and service to clients.
3. Successful track record of growing your own portfolio.
4. Entrepreneurial spirit and solutions oriented.

If you are self-motivated with established routes to market, this role is for you. APPLY NOW!

Direct Applications to: olivia@cooperwhitegroup.com