Financial Planner - Leading Investment Manager

  • Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £60000 - £100000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1453_1566393434

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-20

  • Consultant:

    #

Our client is one of the UK's most prestigious Investment Management businesses with offices across the UK. Their current requirement is within the Wealth Management division of the business and they seek to recruit for a Financial Adviser / Client Relationship Manager.

Our client is a unique business that provides financial advice to HNW clients. They are a business that pride themselves on their ethical approach to financial planning and their loyal clients have invested over £10 Billion with them.

The clients will be brought in by a business development team who focus on speaking with their clients about the Financial Planning proposition, which means that you are essentially a Financial Adviser but without need to hunt for clients. The business development team is tasked to bring new clients on board, once on board your job is then to build a relationship with the individual and conduct an initial meeting along with a Paraplanner. Once the Paraplanner has drawn up a report you will then move forward to a face to a further meeting where you will present the advice. This is a Financial Adviser role, just without the need to develop your own clients.

This is an exceptionally rare opportunity to join an innovative and market leading Investment Management Organisation where you can create a dynamic and enjoyable career. You will be advising UHNW clients on Financial Planning matters.

On offer is a market leading salary of up to £100,000 plus benefits and a discretionary bonus - the final package will be based on the successful candidates experience and qualifications. The successful person should be an experienced Financial Planner with an excellent technical knowledge. You must be very personable and should want to work in an innovative & exciting environment. Ideally you will have experience of dealing with UHNW clients.