Financial Planner / Senior Manager

  • Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £70000 - £80000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2991_1623411143

  • Published:

    13 days ago

  • Expiry date:

    2021-07-11

  • Consultant:

    David Everingham

Financial Planner / Senior Manager - Leading Investment Management Organisation - Edinburgh - Salary to around £80K plus Bonus and Benefits

Our client is one of the UK's most prestigious Investment Management organisations, recognised by clients and peers as a true market leader in the Financial Planning and Investment Management sectors. They currently have a vacancy for a Senior Manager to manage and mentor a number of Financial Advisers in Edinburgh.

The role lies within the company's fastest growing team which makes it a truly exciting opportunity. This team are making the most of innovative and bespoke technology that the company have developed, to provide a first class Financial Advice service remotely via video.

This particular role in Edinburgh involves Managing and Mentoring a team of Financial Advisers as well as Advising some clients of your own, although as the team continues to grow it is likely that the role will become purely management focused.

We are looking for an experienced Financial Adviser Sales Manager, Team Leader or highly experienced Financial Planner with strong leadership qualities. Candidates MUST be level 4 qualified as a minimum and should have experience of providing financial advice to UK based clients on Pensions, Investments, Protection etc. Managerial experience would be preferred although as stated previously, we would also consider highly qualified and experienced Financial Planners who feel that they would suit a Managerial position.

On offer is an attractive package with a basic salary of up to around £80,000, negotiable depending on experience and qualifications. You will also receive a discretionary bonus and an excellent company benefits package. As the company and this division continues to grow, there will be plenty of opportunities for career development and progression making this a very exciting project to become an integral part of.