Financial Planner - Edinburgh, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planner - Edinburgh - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits

MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in Edinburgh.

The role:

The role is focused on servicing existing the company's clients, mainly remotely via Video call or telephone, so there will be no buisness development targets.
Average clients that this team work with will have around £250K AUM, although some do have considerably more.
Advice varies from client to client but is typically centred around Pensions, Investments and Protection.
Your targets will be centred around client retention and satisfaction, although you will also be tasked with looking for new buisness opportunities with the existing client base
All clients are provided

Requirements:

You should have a good level of financial services knowledge, including with Pensions and Investments
Excellent communication and relationship building skills

On offer:

Competitive basic salary of up to £60,000 plus company benefits and bonus
Hybrid working 3 days in office
All clients provided no business development targets allowing you to focus on providing a high quality service
Progression opportunities in a growing team