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Reed
,
Edinburgh, City of Edinburgh
Financial Planner - Edinburgh - Clients Available
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Reed is working with a highly successful, well-known Wealth Management company with a large, strong client following and offices throughout the UK including in Scotland. They are currently going through a period of growth. Could you be the next person to join their Financial Planning team as a Financial Planner in the Edinburgh area. They are looking for a Financial Planner to work join a strong UK wide team of Independent Financial Advisers. You will offer an independent, personal and proactive advice to their private clients, providing advice on the full range of financial planning services such as: investments, retirement, tax, education, savings, protection, long term care and mortgage planning. You will build and develop trusted relationships with current and potential clients. Where appropriate delivering financial planning and wealth management advice. There is no requirement to have your own client bank as they currently have existing clients for you to manage. You will have full access to administrative support and a number of central service functions such as Research, Marketing, Professional Development and Training and the Legal and Regulatory Department. You should hold Diploma (Dip PFS) or equivalent, ideally progressing towards Chartered status and have a proven ability to deal with new and existing clients on a fee basis. You can expect a great benefits package with an excellent salary and bonus package up to £45,000 (DOE) This is a fantastic opportunity for a Diploma qualified Financial Services professional looking to move to a well-respected wealth management organisation with excellent career development opportunities. For further information, please apply or contact Kenny Blair on or