Financial Planning Director
23 hours ago
As a key member of our Client Relationship Team, you will play a crucial role in driving business growth and delivering exceptional client experiences. With a strong focus on financial planning and wealth management, this position offers a unique opportunity to develop your skills and advance your career.
Estimated Salary: £60,000 - £80,000 per annum, dependent on experience.
We are seeking an experienced Associate Financial Planning Director to join our team in Edinburgh or London. In this role, you will work closely with Private Client Directors to achieve financial, strategic, and conduct objectives. You will maintain existing client relationships, seek new opportunities through referrals and marketing efforts, and support all team members with proposal writing, portfolio analysis, and ongoing suitability requirements.
Main Responsibilities:
- Support Private Client Directors in achieving business objectives
- Maintain existing client relationships and identify new opportunities
- Develop and understand the value of existing clients' portfolios
- Deliver regulated advice to new and existing clients
- Maintain accurate records of client communications
- Represent 7IM internally and externally
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