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Financial Planner

Job LocationEdinburgh
EducationNot Mentioned
Salary£70,000 - £80,000 per annum, negotiable, inc benef
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Employed Financial Adviser opportunityTake over an existing client bank!Our client is looking for an experienced Financial Planner to take over an existing client bank from a retiring Financial Planner, whose clients are in Glasgow/Edinburgh areas with substantial on-going advice.Employed with Salary from £70,000 to £80,000 depending on experience. Full Benefits pacakage.You will take over an existing client bank from a retiring Financial Planner, the handover will be for about a year. The Financial Planner who is retiring, is a very focused relationship builder who really cares about their clients. Clients will be basedin central Scotland and ideally you will work out of either the Glasgow or Edinburgh Office when not seeing clients, but you can be based from home too.

  • There will be a lot a very high net worth clients as well as some smaller ones to grow and develop. Some of these clients have been here for 25 years and so have later on have been their family as well
  • The retiring Financial Planner has been in role 7-8 years
  • You will be given with a warm handover, 100 households, with an AUM of between 50-70M
  • There is some legacy clients, offshore bonds, SAS,
  • This retiring Financial Planner is one of the top performing Financial Planners in the UK
Financial Planner requirements:
  • Diploma in Financial Planning (or equivalent)
  • Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this
  • SPS holder and CAS holder
  • The ability to seamlessly pick up a portfolio and retain and develop all clients
Apply Now! #Financialpanner #financialadsviser

Keyskills :
Financial PlanningFinancial Services

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