Financial Planner - Edinburgh, United Kingdom - Jigsaw Recruitment

Jigsaw Recruitment

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Reference:
Date Posted: 10 June 2023

Recruiter: Jigsaw Recruitment
Location: Edinburgh
Salary: £45,000 to £65,000
Sector: Financial Services
Job Type: Permanent
Contact: Gavin Meakings

Financial Planner:
Covering the Edinburgh area£45,000 to £65,000 with excellent benefits
Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Adviser's / Financial Planner's to join their ever expanding team in Edinburgh

The Role:

You will need to be professional, ethical, innovative, and naturally look for the best outcome for our clients.

You should be a strong organiser with the ability to prioritise and have a positive 'can do, will do' attitude.

A great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently.

You will be required to keep up to date with technical, product and provider changes.

Experience in a Financial Planning role in a similar environment.
Experience of working with IT systems that support this service
Good technical knowledge and understanding of relevant regulations rules

Essential - Diploma in Financial Planning (or equivalent)

Excellent standard of written and verbal communication.
Technical competence across all areas of financial planning.
Good decisionmaking skills.
Analytical mind and excellent attention to detail.
Excellent time management skills with an ability to work to deadlines.
Ability to coach and provide feedback.
Full UK driver's license.

Salary and Benefits:

Salary of £40,000 to £70,000, 24 days annual leave increasing to 30 days with service plus 3 at Christmas. Access to vocational rehab including counselling, physio, and online GP services. Private medical insurance, Life assurance and Group Pension - salary sacrifice

This genuinely is a flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.