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Financial Planning - Edinburgh, United Kingdom - Resourcing Group
Description
Financial Planning Director EdinburghAs 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.
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