Financial Planner
Remote · Edinburgh, Scotland, United Kingdom or GB
Job Summary
Seeking a Chartered Financial Planner to manage a diverse portfolio of HNW and VHNW clients while delivering exceptional financial plans and advice. Responsibilities include maintaining compliance, managing ongoing review processes, and providing intelligent solutions to client issues. Candidates should possess an Advanced Diploma in Financial Planning and significant experience in financial planning services, with at least 2 years in a client advisory role. This position emphasizes a client-centric approach and the opportunity to develop leadership skills through mentoring opportunities.
Required Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Substantial knowledge in key areas of financial planning such as investment planning, retirement planning, personal protection, and estate planning.
- Strong all-rounded Financial Services professional
Desired Qualifications
- Experience in building and maintaining excellent client relationships
- Proven experience within a client-advisory role for at least 2 years
- Ability to showcase delivery in financial planning products and services
- Experience working with HNW and VHNW clients
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