Chartered Financial Planner

Edinburgh, Scotland, gb
Company: Switch Recruitment Services Ltd
Category: Business and Financial Operations Occupations
Published on 2021-06-20 18:03:13

We are pleased to be working with this leading fee based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients.

The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Chartered and has strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by our clients team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing.

In return our client is looking to offer a competitive basic salary of circa £60k as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc.

Jobs you might also be interested in