Senior Financial Planner

About the Role

Our client is seeking an experienced and client-focused Senior Financial Planner to join their established wealth management practice in Edinburgh . This role involves providing comprehensive financial advice and planning services to a diverse client base, helping them achieve their long-term financial goals. You will be responsible for building and maintaining strong client relationships, developing bespoke financial plans, and ensuring clients are well-informed about investment, retirement, and estate planning strategies. The ideal candidate is passionate about helping others and possesses excellent communication and interpersonal skills.

Key Responsibilities

• Develop and present tailored financial plans covering investments, retirement, insurance, and estate planning.
• Build and nurture long-term relationships with clients, understanding their evolving financial needs.
• Conduct thorough risk assessments and recommend appropriate financial products and strategies.
• Stay up-to-date with financial market trends, tax laws, and regulatory changes affecting financial planning.
• Collaborate with other professionals (e.g., accountants, lawyers) to provide holistic client solutions.

Requirements

• Relevant professional qualification, such as Chartered Financial Planner (CFP) or equivalent.
• Minimum of 5 years' experience in financial planning and wealth management.
• Proven track record of managing a client portfolio and achieving business development targets.
• Strong knowledge of investment products, retirement planning, and tax-efficient strategies.
• Excellent communication, presentation, and interpersonal skills.

Benefits

• Competitive base salary with an attractive commission structure.
• Defined contribution pension scheme.
• Private medical insurance and income protection.
• Support for continuing professional development.
• Opportunity to build a loyal client base within a respected firm.