Financial Planning and Wealth Management Director

1 week ago

Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time
{"title": "Financial Planning and Wealth Management Professional", "content": "Job Summary

We are seeking a highly skilled and experienced Financial Planning and Wealth Management Professional to join our team at Seven Investment Management LLP. As a key member of our Private Client Team, you will be responsible for providing comprehensive wealth management and financial planning advice to our clients.

Key Responsibilities
  • Manage and grow your own portfolio of clients, providing tailored financial planning and wealth management solutions.
  • Support colleagues in the provision of financial planning advice, ensuring seamless delivery of our Wealth Management 360 service.
  • Develop and implement financial plans, taking into account clients' individual needs and goals.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with FCA rules and principles.
  • Collaborate with internal teams, including investment and compliance, to ensure effective delivery of our services.
Requirements
  • Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach.
  • Relevant qualifications, such as Certified and/or Chartered Financial Planning status.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced financial planning and wealth management professional looking for a new challenge, we encourage you to apply.

", "lang_code": "en-US"}

  • Wealth Management Advisor

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Moray Wealth Full time

    Company OverviewMoray 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 OverviewWe are seeking a motivated and skilled founding candidate with a strong technological aptitude...

  • Wealth Management Advisor

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Moray Wealth Full time

    Company OverviewMoray Wealth Ltd is an innovative Wealth Management firm dedicated to delivering comprehensive advisory services. Our mission is to establish ourselves as a leading entity in the realm of Wealth Management and Financial Planning.Position OverviewWe are seeking a motivated and forward-thinking individual to join our founding team. This role is...

  • Wealth Management Advisor

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Moray Wealth Full time

    Company OverviewMoray Wealth Ltd is an innovative firm in the Wealth Management sector, dedicated to delivering comprehensive advisory services with the ambition of establishing itself as a leader in Financial Planning.Position OverviewThis role presents a unique opportunity for a proactive and skilled individual with a strong affinity for technology and a...

  • Financial Planning and Analysis Manager

    2 days ago

    Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesClient Relationship Management: Manage and grow your own portfolio of clients, providing exceptional service and support to ensure their financial goals are met.Wealth...

  • Financial Planning and Analysis Manager

    2 days ago

    Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesClient Relationship Management: Manage and grow your own portfolio of clients, providing exceptional service and support to ensure their financial goals are met.Wealth...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...

  • Financial Planning Specialist

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering holistic financial advice.**Key...

  • Financial Planning Expert

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Financial Planning Expert

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Wealth Management Specialist

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Wealth Management Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...

  • Financial Planning Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...

  • Financial Crime Specialist

    4 days ago

    Edinburgh, Edinburgh, United Kingdom financial-advisor Full time

    Job Title: Regulatory Financial Crime AnalystJoin our team as a Regulatory Financial Crime Analyst and play a crucial role in ensuring the compliance of our financial services with regulatory requirements.Key Responsibilities:Assist in the development and implementation of financial crime policies and procedures to ensure compliance with regulatory...

  • Financial Crime Specialist

    4 days ago

    Edinburgh, Edinburgh, United Kingdom financial-advisor Full time

    Job Title: Regulatory Financial Crime AnalystJoin our team as a Regulatory Financial Crime Analyst and play a crucial role in ensuring the compliance of our financial services with regulatory requirements.Key Responsibilities:Assist in the development and implementation of financial crime policies and procedures to ensure compliance with regulatory...

  • Wealth Management Specialist

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Job SummaryWe are seeking a highly skilled Private Client Investment Administrator to join our team at Oval Recruit Ltd. in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional administrative support to our Private Client Directors and clients.Key Responsibilities:Assist Private Client Directors with client...

  • Financial Planning Manager

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    **About the Role**Eden Scott is seeking a highly skilled and experienced Paraplanner Manager to join their team in either their Edinburgh or Dundee office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.**Key...