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