Planning and Investment Leader

24 hours ago


Edinburgh, Edinburgh, United Kingdom Cooper White Group Full time
Job Summary

We are recruiting a Financial Planner to join our team at Cooper White Group. As a key member of our Private Clients arm, you will be responsible for managing and growing your own portfolio of clients, providing comprehensive financial planning advice, and supporting colleagues where necessary.

Key Accountabilities:

  • Develop and implement strategies to grow your client base and achieve long-term financial goals
  • Collaborate with colleagues to provide exceptional service and support to clients
  • Build and maintain strong relationships with clients through excellent communication skills and rapport-building

Essential Skills:

  • A Chartered status or working towards it
  • A genuine desire to provide high-quality advice and service to clients
  • A successful track record of growing your own portfolio
  • An entrepreneurial spirit and solutions-oriented approach

This is an excellent opportunity for a self-motivated individual with established routes to market. Estimated Salary: £60,000 - £80,000 per annum



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