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Financial Planner

2 months ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Financial Adviser Job Description

**About the Role**

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a key member of our Wealth Management team, you will play a crucial role in acquiring existing clients and developing your own client base.

**Key Responsibilities**

* Acquire and retain existing clients through exceptional customer service and relationship-building skills
* Develop and implement tailored financial plans to meet clients' needs and goals
* Collaborate with experienced Financial Planners to gain knowledge and expertise
* Stay up-to-date with industry developments and regulatory requirements

**What We Offer**

* Competitive salary and benefits package
* Opportunities for career growth and professional development
* Collaborative and dynamic work environment
* Ongoing training and support to achieve CAS status

**Requirements**

* Diploma qualification in a relevant field
* Industry experience and client management skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and meet deadlines

**How to Apply**

If you are a driven and motivated individual looking to take your career to the next level, please get in touch with us to discuss this exciting opportunity.