Financial Planning Director

1 week ago


Edinburgh, Edinburgh, United Kingdom Cooper White Group Full time

About Our Company

We are a leading Investment Management institution in Scotland, backed by a significant investment to expand our presence across the country.

Our goal is to relaunch our strategy with a focus on financial planning and we seek an experienced Financial Planner Director to join us. This role will help grow the Private Clients arm of the firm through organic expansion.

Key Responsibilities

  • Manage and grow your own portfolio of clients helping them achieve their long-term financial goals
  • Provide comprehensive financial planning advice and support colleagues as needed
  • Develop strong relationships with clients and communicate effectively

Your Profile:

  • Working towards or achieved Chartered status is essential for this role
  • You have a genuine desire to provide high-quality advice and service to clients
  • A successful track record of growing your own portfolio is necessary for success
  • Entrepreneurial spirit and problem-solving skills are highly valued

We offer a competitive salary of £80,000 - £120,000 per year, depending on experience. If you're self-motivated and have established routes to market, this could be the ideal opportunity for you.



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