Strategic Financial Planning Manager

15 hours ago


Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time
About the Role

We are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.

Job Summary

This is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key member of our Private Client Team, you will work closely with colleagues to provide comprehensive wealth management solutions, including investment, savings, protection, and tax planning.

Key Responsibilities
  • Client Adviser: Provide expert advice to clients on their financial planning needs, ensuring that they receive tailored solutions to achieve their goals.
  • Wealth Management: Develop and implement comprehensive wealth management plans, taking into account clients' financial situations, risk tolerance, and objectives.
  • Relationship Management: Build and maintain strong relationships with clients, providing exceptional service and ensuring their continued satisfaction.
  • Performance Measurement: Work closely with the team to develop and implement performance metrics, measuring progress against strategic objectives.
  • Process Improvement: Collaborate with colleagues to identify areas for process improvement, implementing changes to enhance efficiency and quality of service.
Requirements
  • Education: Degree-level education in a relevant business discipline or equivalent experience.
  • Qualifications: Chartered Financial Planner (CFP) or working towards certification.
  • Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, commercially focused with a deep understanding of the financial services industry.
What We Offer
  • Competitive Salary: £60,000 - £80,000 per annum, depending on experience.
  • Benefits: Comprehensive benefits package, including pension scheme, life assurance, and health insurance.
  • Professional Development: Opportunities for professional development and continuing education to support your career growth.


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