Senior Financial Planner

ZipRecruiter; City of Edinburgh; On-site; GBP 40,000 - 80,000

Job description

Job Description

About the Company:

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.

About the Role:

1. Providing financial planning advice to a wide range of clients.
2. Assisting in the development and achievement of annual business targets and financial budgets.
3. Identifying and establishing contact with allocated client bank and prospective clients.
4. Gathering and analysing information required to provide financial planning advice.
5. Reviewing existing clients’ circumstances regularly and taking appropriate action.
6. Completing all administration in a timely and accurate manner with the help and support of an exceptional back office team.
7. Maintaining performance standards.
8. Creating and maintaining appropriate business relationships.

Qualifications:

Minimum level 4 diploma.

An exciting time to be joining this practice and work with exceptional financial services professionals.

There is an excellent salary, bonus, and car allowance.