Financial Planning Director, Edinburgh
As a Financial Planning Director, you’ll be at the forefront of empowering clients to achieve their financial planning 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.