Portfolio Management Expert

19 hours ago


Edinburgh, Edinburgh, United Kingdom ZipRecruiter Full time
Job Overview

ZipRecruiter is seeking a seasoned Financial Planner Director to join our team in Scotland.

This role offers the opportunity to grow and manage a portfolio of clients, delivering tailored financial planning advice.

The ideal candidate will have experience in private client wealth management and a track record of success in growing and managing client relationships.

Key Responsibilities:

  • Develop and implement effective financial plans for high net worth individuals and families.
  • Collaborate with colleagues to deliver exceptional client service and support.

Estimated Salary Range: £90,000 - £140,000 per annum



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