Full job descriptionSenior Financial Planner (ideally Chartered or close)
Manage 90 clients totalling £120m AUM
Edinburgh Offices with hybrid working
Up to £100k basic salary
Bonus scheme: 3 x validation with 25% bonuses (on all fees)
*Seeking a Senior Financial Planner (who is ideally Chartered or working to it)
*4 years of advising experience as a minimum is required
*Must have CAS signed off and active SPS
*Edinburgh offices, but lots of flexible working available
*Manage up to 90 clients totalling £120m AUM
*Clients are resident across Edinburgh, Glasgow and surrounding counties
*Additional clients in the northern counties of England
*Clients assets are £1m - £3m on average
*Lots of large multi-generational families and retiring business owners
*Business mix: pensions, investments, estate planning, Trusts, IHT planning
*Lots of work on intergenerational planning will be involved with clients
*Very strong relationship with local accountancy and solicitor practices
*Abundance of leads to be given to an Adviser to generate new business
Contact Peter at Financial Divisions for more details.