Strategic Portfolio Director
1 month ago
About Our Investment Management Institution
Overview
We are a leading Investment Management institution, recently bolstered by significant investment that has enabled us to expand our presence across Scotland.
We aim to relaunch our strategy with a focus on financial planning and seek an experienced Financial Planner Director to drive growth in the Private Clients arm. We have outlined our 10-year plan and want to hire a visionary leader who can be part of our growth story.
Key Responsibilities:
- You will manage and grow your own portfolio of clients, helping them achieve their long-term financial objectives
- Provide comprehensive financial planning advice and support colleagues as needed
- Develop strong relationships with clients through excellent communication skills
Your Profile:
- Chartered status or working towards it
- A genuine passion for delivering exceptional client service
- A proven track record of growing your own portfolio
- An entrepreneurial mindset with innovative problem-solving skills
This role is ideal for self-motivated individuals with established business development strategies. Salary: £80,000 - £100,000 per annum.
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