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Wealth Management Advisor

2 months ago

Edinburgh, Edinburgh, United Kingdom Moray Wealth Full time

Company Overview

Moray Wealth Ltd is an innovative firm in the Wealth Management sector, dedicated to offering comprehensive advisory services. Our mission is to establish ourselves as a leading provider in Wealth Management and Financial Planning.

Position Overview

We are seeking a motivated and skilled founding candidate with a strong technological aptitude and a start-up mentality. This role presents an opportunity for equity partnership in the near future.

Your primary responsibilities will include delivering tailored financial planning and investment management solutions to clients. This entails evaluating clients' financial circumstances, crafting detailed financial strategies, and proposing investment options aligned with their objectives and risk profiles. Additionally, you will oversee clients' investment portfolios and offer continuous financial counsel and support. Exceptional communication and interpersonal abilities are crucial for fostering and sustaining client relationships.

Required Qualifications & Experience

  • Level 4 or higher Certified Financial Planner designation, along with Competent Advisor Status / SPS is essential
  • A pre-existing client base and the capability to generate new business is essential
  • Outstanding communication and interpersonal skills

Compensation

Competitive and negotiable salary structure