Strategic Portfolio Director

1 month ago


Edinburgh, Edinburgh, United Kingdom Cooper White Group Full time

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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