Financial Planning Consultant

1 month ago

City of Edinburgh, United Kingdom Henderson Loggie Financial Planning Full time

Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.
We're excited to share that we're on the lookout for a new member to join our team as an experienced Financial Planning Consultant.
Our Financial Planning division spans across all areas of planning advice, guaranteeing that each day brings new challenges and experiences.
As a Financial Planning Consultant, you will provide financial advice to prospective and existing clients, following HLFP's ethical and legal guidelines.
This involves managing a current client base and ensuring their financial plans remain suitable and securing new clients.
Your base will be in our vibrant Edinburgh office, offering you the chance to experience our unique working environments.
What does this role include: The role is varied, and responsibilities include: Provide financial planning advice to a wide range of private and corporate clients.
Assist in the development and achievement of annual business targets and financial budgets.
Identify and establish contact with an allocated client bank and prospective clients.
Gather and analyse information required to provide financial planning advice.
Review existing client's circumstances regularly in adherence with internal procedures and take appropriate action.
Complete all administration in a timely and accurate manner in line with the guidelines as issued and amended from time to time by HLFP and its regulator.
Maintain performance standards in line with those detailed by HLFP in the Key Performance Measures document.
Create and maintain appropriate business relationships within HLFP and the wider Henderson Loggie organisation.
What we are looking for: Minimum of Diploma/Level 4 Financial Planning with previous experience in financial services desirable.
Excellent knowledge of FCA Regulations and strong technical expertise in pensions, investments, taxation, and estate planning.
Strong communication skills, both verbal and written, with the ability to clearly transfer technical knowledge to others.
Proficient in report writing with attention to detail and a high level of accuracy.
Excellent interpersonal and client servicing skills; adept at building relationships with clients and colleagues across various sectors.
Strong analytical skills, including experience with cash flow modelling.
Ability to work under pressure, prioritise workload, and meet deadlines.
A motivated team player who collaborates effectively, demonstrating enthusiasm, flexibility, and a proactive approach to CPD (Continuing Professional Development).
Why develop your career with us?
We are wholly owned by Henderson Loggie LLP who are a born and bred Scottish accountancy firm, established in 1909, and we believe in giving back to our local communities.
We raise money throughout the year for various charities, we give all staff one day for volunteering per year, we are also sponsor the Courier Business Awards and two budding ice-skating athletes based in Dundee ice arena.
When you choose to develop your career with us, you're choosing a firm that truly cares.
Our team members describe us as a medium-sized firm with a small-firm feel, where you're in charge of your own growth and development.
We're part of our own HL Training Academy to support our staff in reaching their personal and professional goals.
What you can expect: A competitive salary 35 days holiday per year & Holiday buy/sell scheme Generous pension contribution and life insurance scheme Continuous training and support via The HL Training Academy Birthday gift and Perkbox – discounts on supermarket, travel, retail, leisure and much more Professional Subscriptions Team and office wide social activities Enhanced paid leave (Maternity/Paternity/ Adoption/Bereavement & Compassionate Leave & Company Sick Pay) As an equal opportunities' employer, Henderson Loggie Financial Planning is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join our Firm.
Next steps If you're seeking a place to grow and take control of your career, we're ready to welcome you to our firm.
Here, your development is supported and valued every step of the way.

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