- Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
- This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions.
- 'Managing out' existing investments and reinvesting the capital into managed portfolios.
- Regular reporting of changes within portfolios and performance to clients.
- Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
- Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.
- To engage with and understand prospective clients needs.
- To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
- To convert such prospective clients into clients and gain additional assets and revenue.
- To continually engage with existing clients, deepening and developing relationships.
- To provide ongoing support and administration to existing clients.
- To regularly review existing clients circumstances to ensure suitable for their current circumstances.
- To maintain adequate records of all ongoing and pertinent communications with clients.
-
Financial Planner
5 days ago
Jigsaw Recruitment Edinburgh, United KingdomJob 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 £ ...
-
Financial Planner
1 day ago
MB Fitzgerald Edinburgh, United Kingdom**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 experienc ...
-
Financial Planner
1 day ago
MB Fitzgerald Edinburgh, United Kingdom**Financial Planner - Edinburgh - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits** · MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Plann ...
-
Financial Planner
1 day ago
Jigsaw Recruitment Edinburgh, United KingdomJob Reference: · - Date Posted: 19 April 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 ...
-
Financial Planner
1 week ago
Recruit UK Edinburgh, United Kingdom**Are you well versed in giving financial advice and looking for a new challenge?** · An Edinburgh firm who prides themselves on providing top-notch independent advice to their loyal client base is looking for a Financial Planner who can hit the ground running. You will have the ...
-
Financial Planner
1 week ago
Recruit UK Edinburgh, United KingdomAn esteemed & Chartered Edinburgh-based firm, known for providing exceptional independent financial advice to its loyal clientele, is currently searching for a Financial Planner who can immediately make an impact. · In this role, you will have the opportunity to work with an esta ...
-
Financial Planner
6 days ago
CAPIO RECRUITMENT LIMITED Edinburgh, United Kingdom**Job Title: Financial Planner** · **Salary: £40,000 - £50,000 + Bonus** · **Location: Edinburgh** · This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. · The ...
-
Trainee Financial Planner
1 week ago
Recruit UK Edinburgh, United Kingdom**Are you an experienced Paraplanner looking to become a Financial Planner?** · A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of sub ...
-
Trainee Financial Planner
1 day ago
MB Fitzgerald Edinburgh, United Kingdom**Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** · Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Plan ...
-
Assistant Financial Planner
1 week ago
Mazars Edinburgh, United Kingdom**Overview of the Service Line** · Our unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to: · - Individuals · - Business Owne ...
-
Trainee Financial Planner
1 week ago
BWD Search & Selection Edinburgh, United KingdomBWD are working on behalf of a long established national advisory business in the recruitment of a trainee financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunities withinthe team. · Working from ...
-
Financial Planner
6 days ago
IDEX Consulting Edinburgh, United KingdomThe Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. · You will be capable of building relationships with both new and existing privat ...
-
Financial Planner
1 week ago
Meraki Talent Limited Edinburgh, United Kingdom Part time, Full timeFinancial 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. Responsibi ...
-
Senior Financial Planner
6 days ago
Eden Scott Edinburgh, United KingdomMy client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. · Their client base includes ex ...
-
Paraplanner
6 days ago
IDEX Consulting Ltd Edinburgh, United KingdomAs a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors tocommunicate to clients. You ...
-
Digital Administrator Apprentice
1 week ago
QA Ltd Edinburgh, United Kingdom**About Verity Financial Planners** · Verity Financial Planners is a friendly Family run business established in 2021. The word Verity finds its origins in Roman mythology as "Veritas", the goddess of truth. The concept of truth, and with-it honesty, transparency, and reliability ...
-
Paraplanner
1 week ago
IDEX Consulting Ltd Edinburgh, United KingdomWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Edinburgh City Centre (hybrid role). · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You ...
-
Client Services Administrator
6 days ago
Montpellier Resourcing Edinburgh, United Kingdom**Hybrid working available** · **£ EXCELLENT plus bonus and benefits** · A boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their client team. You will be responsible for ensuring that all work agreed with the clients is deli ...
-
Financial Adviser
6 days ago
Truestar Talent Ltd Edinburgh, United KingdomMy client has become a driving force within the independent financial advisory and employee benefits sector. · Due to increasing business levels my client is looking for a remote financial advisers based out of their Edinburgh office. · The successful applicant for the Financial ...
-
Paraplanning Team Leader
6 days ago
Progeny Edinburgh, United Kingdom**Description**: · As a Paraplanning Team Leader you will be responsible for the day to day running and development of the paraplanning team, ensuring that work is produced efficiently and to the highest standard. You will work collaboratively with your team members to ensure a c ...
Private Client Financial Planner - Edinburgh, United Kingdom - Idex
Description
The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships.
Responsibilities:
You will have min diploma level 4 but ideally be chartered and hold CF30.
You will be driven, ambitious and have excellent client focus.
In return you will receive a top end salary and benefits package including PMI and PHI.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.