Investment Strategy Leader

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Cooper White Group Full time

We are Cooper White Group, a top Investment Management institution with a strong presence across Scotland. We are committed to delivering exceptional financial planning services to our clients and are seeking a highly skilled Financial Planner to join our team.

Job Summary
  • Responsible for managing and growing your own portfolio of clients
  • Provide expert financial planning advice and support to clients and colleagues
  • Build strong relationships with clients through excellent communication skills
Your Requirements
  • Working towards or achieved Chartered status in financial planning
  • Proven track record of successfully growing your own portfolio
  • Entrepreneurial spirit and solutions-oriented approach

The successful candidate can expect a salary of £80,000 - £100,000 per annum, depending on experience.



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