About the Company:
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 advisers 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.
* Gather and analysing information required to provide financial planning advice.
* Review existing client’s circumstances regularly and take appropriate action.
* Complete 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:
Minimum level 4 diploma
An exciting time to be joining this exciting practice and work with exceptional financial services professionals.
There is an excellent salary, bonus and car allowance