Independent Financial Advisor-Hybrid/Remote Wealth Planning

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

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.