Financial Planner

2 weeks ago


Edinburgh, United Kingdom mbf. Full time

**Financial Planner - Edinburgh - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus**

MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book

The company:

- With multiple offices across the UK and FUM of around £50Bn, this organisation are easily recognised as one of the UK's leaders in the Wealth & Investment Management field. They have big plans for growth over the next 5-10 years and so this is a very excitingtime to be joining their business. The company specialise in working with HNW individuals

The role:

- You will be inheriting a number of HNW clients from business. Your role will be to service and develop this client book.
- You will be supported by a dedicated Paraplanning and Administrative team, enabling you to concentrate of working with clients

**Requirements**:

- You MUST have previous experience in providing Financial Advice to private clients in the UK
- You should have a strong knowledge of all financial products including Pensions & Investments & In-depth knowledge of complex and higher risk advice areas.
- Exceptional communication skills are essential
- Proven business development skills

On offer:

- Excellent company benefits and discretionary, performance related bonus
- Fantastic opportunity to build and develop your career, working with HNW clients in a prestigious organisation
- Flexible working


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