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    Financial Planning - Edinburgh, United Kingdom - Resourcing Group

    Resourcing Group
    Resourcing Group Edinburgh, United Kingdom

    Found in: Jooble UK O C2 - 2 days ago

    Resourcing Group background
    Description
    Financial Planning Director Edinburgh

    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 optimize tax strategies and minimize 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 organization.


    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.
    JBRP1_UKTJ
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