Chartered Financial Planner

Reed

Posted 18 hours ago, valid for 5 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A Chartered Financial Planner opportunity is available in Edinburgh with an established client bank.
The role offers a comprehensive salary and benefits package, although the specific salary is not mentioned.
Candidates should have at least a degree and ideally be Chartered, with a current SPS and up-to-date CPD.
The position requires strong interpersonal and analytical skills to provide high-quality financial advice and manage client relationships.
This dynamic role focuses on client-centric services, investment portfolio management, and ensuring compliance with FCA regulations.

Chartered Financial Planner Opportunity in Edinburgh – Established Client Bank

Comprehensive Salary and Benefits Package on Offer

Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability!

Why You Should Apply:

Client-Centric Role: Deliver high-quality, compliant advice to support our clients' financial goals.
Growth Focused: Drive new asset generation and revenue growth.
Diverse Responsibilities: Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank
Professional Development: Stay compliant with FCA regulations and maintain your technical competence

What You'll Do:

Provide holistic financial planning consultations and annual reviews
Ensure top-notch client service and satisfaction
Advise on wealth expansion, debt management, and financial stability
Stay updated on market trends and financial regulations
Build and retain client relationships through networking and lead generation

What We're Looking For:

Excellent interpersonal skills and the ability to build trust
Strong analytical skills to diagnose challenges and create strategies
Proficiency in financial planning software
Degree educated, ideally Chartered, with a current SPS and up-to-date CPD
Knowledge of the CFP six-step financial planning process and UK financial regulations

Join Our Clients Team and Make a Difference!

Apply now to become a key player in their Edinburgh team and help their clients secure their financial future. Please contact Pauline Low at Reed on or via LinkedIn for a confidential chat

Apply now in a few quick clicks