Independent Financial Advisor

Hunterifa; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Edinburgh seeks a full-time financial professional to provide tailored financial planning and investment advice. Responsibilities include managing client relationships, reviewing portfolios, and ensuring compliance with regulations. Candidates should have expertise in financial planning, strong client service skills, and relevant qualifications like Diploma in Financial Planning. This role offers the opportunity to work from home as it progresses.

Qualifications

• Expertise in financial planning, investment management, and risk assessment.
• Strong relationship management and client service skills.
• Exceptional analytical, research, and decision-making abilities.

Responsibilities

• Provide tailored financial planning and investment advice.
• Conduct thorough reviews of clients' portfolios.
• Manage client relationships professionally.

Skills

Financial planning expertise

Client relationship management

Analytical abilities

Proficiency with financial software

Decision-making skills

Education

Diploma in Financial Planning (DipPFS) or equivalent

Tools

Financial planning tools

Job description

Hunter Wealth Management offers impartial and thorough financial advice to private, corporate, and charity clients. With extensive experience as independent financial advisers, we focus on helping clients through comprehensive consultations and in-depth research. Our widely regarded Investment Clinic provides a no-obligation, no-cost review of portfolios, retirement plans, and risk profiles, followed by transparent and flexible charging models. Using advanced technology and broad investment research, we aim to identify cost-effective, high-quality wealth-building solutions. We are committed to helping businesses and individuals grow and secure their financial prosperity.

Role Description

This is a full-time role we have our office based in Edinburgh but as the role progresses, you will have the opportunity to work from home if you wish, for a financial professional at Hunter Wealth Management.

Responsibilities include providing tailored financial planning and investment advice, conducting thorough reviews of clients' portfolios, and contributing to client meetings to assess financial goals and strategies. The role also requires managing client relationships with professionalism, staying up-to-date with market trends, and ensuring compliance with regulatory requirements.

You will actively participate in collaboration with colleagues to deliver exceptional service.

Qualifications

• Expertise in financial planning, investment management, and risk assessment
• Strong relationship management and client service skills
• Exceptional analytical, research, and decision-making abilities
• Proficiency with financial planning tools, technology, and software
• Relevant qualifications such as Diploma in Financial Planning (DipPFS) or equivalent
• Ability to explain complex financial concepts clearly and concisely to a variety of audiences
• Familiarity with compliance standards and regulatory frameworks in the financial sector
• Proactive and detail-oriented with excellent time management skills