Senior Financial Planner
3 weeks ago
About the Company:
A unique opportunity has arisen within this well known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring advisers clients and to help grow the business.
This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.
About the Role:
- Providing financial planning advice to a wide range of clients.
- Assisting in the development and achievement of annual business targets and financial budgets.
- Identifying and establishing contact with allocated client bank and prospective clients.
- Gather and analysing information required to provide financial planning advice.
- Review existing client's circumstances regularly and take appropriate action.
- Complete all administration in a timely and accurate manner with the help and support of an exceptional back office team.
- Maintaining performance standards.
- Creating and maintaining appropriate business relationships.
Qualifications:
Minimum level 4 diploma
An exciting time to be joining this exciting practice and work with exceptional financial services professionals.
There is an excellent salary, bonus and car allowance
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