Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser.
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients.
You will also have full support from a Paraplanner, Financial Services Assistant and an Administrator too and they will take care of the paperwork, which will enable you to give a top-class service to your clients.
They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices.
This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service.
Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
As 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.