A unique opportunity has arisen within this well known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring adviser's clients and to help grow the business.
This is a truly exciting opportunity to help develop this business and work within this excellent financial services team.
About the Role:
* Providing financial planning advice to a wide range of clients.
* Assisting in the development and achievement of annual business targets and financial budgets.
* Identifying and establishing contact with allocated client bank and prospective clients.
* Gathering and analyzing information required to provide financial planning advice.
* Reviewing existing client’s circumstances regularly and taking appropriate action.
* Completing all administration in a timely and accurate manner with the help and support of an exceptional back office team.
* Maintaining performance standards.
* Creating and maintaining appropriate business relationships.
Qualifications:
An exciting time to be joining this practice and work with exceptional financial services professionals.
There is an excellent salary, bonus, and car allowance.
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