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Corporate Financial Planner
1 month ago
Due to continued success, our client is seeking an Edinburgh-based corporate financial planner to assist with developing its award-winning offering further.
Extremely client-focused, this secure and well-established wealth manager offers market-leading financial and employee benefits advice through its highly skilled and qualified financial planning team and latest software.
The client base is made up of a wide range of businesses and the successful candidate will inherit this work with an aim to develop the client-base further and be fully supported by an experienced and locally based admin and technical support function.
Key responsibilities
Offer an outstanding service to prospective and existing corporate clients;Provide advice on corporate financial planning and employee benefits such as insurance and pension schemes;Proactively keep up-to-date with new developments in the tax, legal and planning world;In-depth reviews of clients' financial circumstances, current provision and future aims;Complete risk analysis and design financial strategies.
The successful candidate
Possess over two years' experience providing business financial advice (i.e. group risk/pension and/or employee benefits) and/or advising business owners (e.g. SIPP/SSAS in order to extract money from the business and building up their pension to purchase commercial property);Chartered or Diploma qualified;Inherently client focused;Technically gifted with excellent analytical skills;Superb communication and interpersonal skills with an engaging personality.
Please apply below or contact Scott Caldwell for further information - confidentiality assured.
Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees
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