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    Financial Planning Director - Edinburgh, United Kingdom - Redmill Resourcing

    Redmill Resourcing
    Redmill Resourcing Edinburgh, United Kingdom

    1 week ago

    Default job background
    Full time Accounting / Finance
    Description

    Financial Planning DirectorEdinburgh

    As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients.

    Key Responsibilities:

    • Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
    • Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.

    Client Relationship Management:

    • Nurture and expand client relationships through effective communication and tailored financial guidance.
    • Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
    • Market Analysis and Investment Strategy:
    • Stay abreast of market trends, economic indicators, and regulatory changes.
    • Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.

    Risk Management:

    • Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
    • Collaborate with clients to establish contingency plans for unforeseen circumstances.

    Tax Planning:

    • Work closely with clients to optimise tax strategies and minimise liabilities.
    • Stay informed about tax code changes and their potential impact on clients' financial plans.

    Team Collaboration:

    • Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
    • Share insights and best practices to contribute to the collective expertise of the organisation.

    Qualifications:

    • Bachelor's degree ideally in Finance, Business, or related field.
    • Minimum Level 4 CII, CISI or LIBF qualification but preference for level 6
    • Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
    • In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
    • Strong analytical, interpersonal, and communication skills.

    Benefits:

    • Competitive compensation package including potential Partnership
    • Health and retirement benefits.
    • Professional development opportunities.
    • Collaborative and dynamic work environment.
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