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 Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus
MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book

The company:

With multiple offices across the UK and FUM of around £50Bn, this organisation are easily recognised as one of the UK's leaders in the Wealth & Investment Management field. They have big plans for growth over the next 510 years and so this is a very exciting time to be joining their business. The company specialise in working with HNW individuals

The role:

You will be inheriting a number of HNW clients from business. Your role will be to service and develop this client book.
You will be supported by a dedicated Paraplanning and Administrative team, enabling you to concentrate of working with clients

Requirements:

You MUST have previous experience in providing Financial Advice to private clients in the UK
You should have a strong knowledge of all financial products including Pensions & Investments & Indepth knowledge of complex and higher risk advice areas.
Exceptional communication skills are essential
Proven business development skills

On offer:

Excellent company benefits and discretionary, performance related bonus
Fantastic opportunity to build and develop your career, working with HNW clients in a prestigious organisation
Flexible working