Senior Financial Planner
at Financial Divisions
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Senior Financial Planner (ideally Chartered or close) Manage 90 clients totalling £120m AUM Edinburgh Offices with hybrid working Up to £100k basic salary Attractive benefits package 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 - peter@financialdivisions.co.uk
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