Financial Planner
2 weeks ago
**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K plus great company benefits and Bonus**
MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner.
The role:
- You will be responsible for analysing client financial situations, identifying needs and proposing appropriate solutions to meet client needs and objectives.
- Working closely with your manager, you will create a personal development plan which you will follow to progress your career and grow your skillset.
- You'll work closely with the company's Investment Managers to ensure crossover and enhance the client's experience. This will also help you to develop new client relationships via referrals
**Requirements**:
- You should have experience providing financial advice to private clients, especially in the areas of Pensions and Investments
- This is the ideal role for a Financial Planner looking to take the next step in their career by joining a leading Wealth Management organisation who can help introduce them to HNW individuals
On offer:
- Basic salary of around £60,000
- Excellent company benefits including; 7.5% Pension, PMI, DIS, Income Protection
- Flexible benefits
- 25 Days holiday plus BH
- Discretionary Bonus (performance related)
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