Financial Planner

**Financial Planner**

**Overview**

**Essential Functions**:

- Work with Clients to develop and present financial goals, objectives, and strategies.
- Provide clients with financial advice on investment matters.
- Provide clients with financial planning and other services related to their financial goals.
- Develop and maintain client relationships.
- Work closely with other professionals in the firm to ensure the highest level of service to clients.
- Develop and maintain client relationships.
- Other duties as assigned.

**Requirements**:

- **Level 4 qualified or above**:

- Minimum of 3 years’ experience in financial planning preferred.
- Experience in Wealth Management preferred.
- Ability to work independently and as part of a team.
- Ability to work in a fast-paced environment.

**Salary**: £40,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Life insurance
- Sick pay
- Work from home

Schedule:

- Flexitime
- Holidays
- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Education**:

- Diploma of Higher Education (required)

**Experience**:

- Financial services: 3 years (preferred)

Ability to Commute:

- Galashiels (required)

Ability to Relocate:

- Galashiels: Relocate before starting work (preferred)

Willingness to travel:

- 25% (preferred)

Work Location: Hybrid remote in Galashiels

Reference ID: Financial Adviser, Scottish Borders