Financial Planner

Mar 14, 2025
Edinburgh
Full Time
Sophisticated Recruitment Ltd
Not Disclosed
4-5 years
Skills
Estate Law • Trusts • Wealth Management • Financial Services • Financial Concepts • Microsoft Outlook • Microsoft Powerpoint • Securities Law • Financial Analysis • Budgeting • Financial Planning • Wills
The Role
Estate Law • Trusts • Wealth Management • Financial Services • Financial Concepts • Microsoft Outlook • Microsoft Powerpoint • Securities Law • Financial Analysis • Budgeting • Financial Planning • Wills
Sophisticated Recruitment are working with a large and successful financial advisory firm with a national presence. This role will

be home based but client meetings will be in the vicinity of Newcastle and/or Edinburgh so you must be able to commute to these areas

Job responsibilities

Providing holistic financial planning solution to private client with assets in excess of 160k across the full suite of financial planning solutions.

Build a client base via existing and created prospects and then deliver excellent financial planning, advice, and service.

Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.

Generate new client enquiries and generates advice income from these.

Undertake sales and marketing activity in line with local/regional/ national plans.

Work to achieve or exceed annual new business revenue target.

Provide expert independent advice to designated clients in compliance with relevant regulations

Maintenance of Fit and Proper status through continuous professional development, suitable development opportunities and maintenance of SPS.

Evidence and maintain knowledge of company policies, processes and guidance.

Ensure that client advice and reports are compliant with company processes and regulatory requirements.




Requirements

Technical competence across all areas of financial planning. (Essential)

Experience as a Financial Planner (Essential)

Excellent time management skills with an ability to work to deadlines. (Essential)

Experience in a Paraplanning role (preferable but not essential).

Cash Flow Modelling (preferable but not essential).



Technical competence across all areas of financial planning. (Essential) Experience as a Financial Planner (Essential) Excellent time management skills with an ability to work to deadlines. (Essential) Experience in a Paraplanning role (preferable but not essential). Cash Flow Modelling (preferable but not essential).