Strategic Financial Planner

2 days ago


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

We are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.

The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong ability to communicate effectively with clients at all levels.

You will work closely with our investment team to provide holistic advice to clients, developing and maintaining strong relationships with them. You will also contribute to business development initiatives, identifying new opportunities and growing existing client relationships.

This is an exciting opportunity to work in a dynamic environment, with a competitive salary of £70,000 - £100,000 per annum, depending on experience.

Key Responsibilities:

  • Deliver comprehensive financial planning solutions to high net worth clients
  • Work closely with the investment team to provide holistic advice to clients
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Contribute to business development initiatives, identifying new opportunities and growing existing client relationships


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