Financial Planning Advisor

10 hours ago


Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

We Are Schroders Recruitment

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Schroders Recruitment is dedicated to providing exceptional recruitment services. We aim to connect talented individuals with exciting career opportunities.

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About The Role

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This role is an excellent opportunity for a motivated individual to join our team as a Financial Planning Advisor. You will be working closely with Wealth Planners to provide expert advice to clients.

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Key Responsibilities

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  1. Assist Wealth Planners in managing client relationships;
  2. Communicate effectively with clients and colleagues;
  3. Stay up-to-date with industry developments and regulations;
  4. Collaborate with the Wealth Planning support team to deliver high-quality service.


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