Financial Director

4 days ago


Edinburgh, Edinburgh, United Kingdom Cooper White Group Full time

About the Role

Job Overview

We are seeking an experienced Financial Planner to join our team at Cooper White Group. The successful candidate will be responsible for managing and growing their own portfolio of clients, providing comprehensive financial planning advice, and supporting colleagues where necessary.

Responsibilities
  • Manage and grow your own portfolio of clients to help them achieve their long-term financial goals
  • Provide high-quality financial planning advice and support to clients and colleagues
  • Build strong relationships with clients through excellent communication skills
Your Profile
  • Working towards or achieved Chartered status in financial planning
  • Possess a genuine desire to provide exceptional service to clients
  • A proven track record of successfully growing your own portfolio
  • An entrepreneurial spirit and solutions-oriented approach

Estimated Salary: £60,000 - £80,000 per annum. If you are a self-motivated individual with established routes to market, we encourage you to apply.


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