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    Financial Planner - Edinburgh, United Kingdom - Meraki Talent Limited

    Meraki Talent Limited
    Meraki Talent Limited Edinburgh, United Kingdom

    3 weeks ago

    Default job background
    Part time, Full time
    Description
    Financial PlannerCompetitive SalaryPermanentEdinburgh Meraki Talent's client is currently recruiting for a Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Financial Planner
    • Build links with the clients' other professional advisers to ensure seamless client experience.
    • Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
    • Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients. Background of the Financial Planner
      • Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
      • Previous experience in an IFA Role.
      • Minimum Level 4 qualified on route to Chartered status
      • Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place. Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you'
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