Employed Financial Planner

2 weeks ago

Edinburgh, United Kingdom Prydis Full time

Experienced Employed Financial Planner

Reporting to Head of Financial Planning

Location: Edinburgh

Purpose: Prydis is a multi-discipline professional practice, affording you the opportunity to work

alongside other professionals to provide clients with integrated solutions to meet their

needs.

As a financial planner you will deliver high quality, independent and truly personalised

financial planning, in line with Prydis Wealth’s Corporate Chartered status. The role has arisen

due to the rapid organic growth of the business.

As part of a wider Group, financial planners have the backing of a team of professionals in

other disciplines, such as accountancy and legal services.

**Responsibilities**:
Servicing a number of clients who are predominantly High Net Worth or Sophisticated investors. This includes putting

together a detailed financial plan followed by implementation and ongoing review.

Our team of Financial Planners service a high quality client base and are expected to generate further new

business as a natural extension of the high quality advice they provide. You will be expected to maintain frequent

client contact to fulfill our service proposition.

You will maintain client records in our back office system to ensure they are current and meet compliance

procedures.

Supported by a team of paraplanners, you will be responsible for ensuring suitability is demonstrated for all

advice you provide, backed-up by research and reviewed regularly so that it remains aligned with clients’ changing

circumstances, needs and priorities.

Financial Planners are expected to make referrals where appropriate to other areas of the Prydis Group to assist

clients with their wider needs.

Your performance will be gauged on a variety of metrics to ensure the highest standard of behaviours, consistent with

our values.

Senate Court,

Relevant skills and knowledge:
You must already have gained (preferred), or be working towards, a Level 6 qualification.

at all times to maintain this.

You will possess excellent prioritisation and time management skills, to ensure targets, timelines and client

expectations are met.

You will build knowledge and understanding of the firm’s compliance procedures including record keeping

requirements, to ensure the firm’s responsibilities for preventing financial crime, securing client data, demonstrating

suitability and abiding by FCA rules are met.

You must be competent in using the MS Office suite of products, so you are able to be self-sufficient in

performing tasks such as producing letters and reports, performing spreadsheet calculations and preparing

presentations.

Rewards:
We offer a competitive remuneration package, including basic salary, bonuses, a generous pension scheme and

Prydis operate a share ownership scheme for qualifying staff and conditional on you meeting objectives and

expectations.

You will be fully supported in your training and development needs, including funding of approved exams and

accreditations.

How to apply:
include your full contact details, so we can get in touch with you.

Prydis Group are an Equal Opportunities Employer.

Senate Court,

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