Senior Financial Planner

17 hours ago


Edinburgh, United Kingdom Meraki Full time

**Senior Financial Planner**
Competitive Salary

Permanent

Edinburgh

Meraki Talent’s client is currently recruiting for a Senior Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career.

**Responsibilities of the Senior Financial Planner**
- Build links with the clients’ other professional advisers to ensure seamless client experience.
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
- Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients

**Background of the Senior Financial Planner**
- Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
- Previous experience in an IFA Role
- Minimum Level 4 qualified on route to Chartered status
- Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place

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