Trainee Financial Adviser (Already Diploma Qualified) Edinburgh

Recruiter
Reed Insurance
Location
Edinburgh, UK
Salary
Competitive
Posted
17 May 2019
Closes
27 May 2019
Ref
1152576741
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Reed is working with a highly successful, well-known Asset Management / Wealth Management company with a large, strong client following and offices throughout the UK including Edinburgh. They are currently going through a period of growth. Could you be the next person to join their Financial Planning team as an associate? They are looking for an Associate Financial Planner to work in conjunction with Senior Financial Planners to build and develop trusted relationships with current and potential clients and where appropriate delivering financial planning and wealth management advice. You should hold Diploma (Dip PFS) or equivalent, ideally progressing towards Chartered status and have a proven ability to deal with new and existing clients on a fee basis. You should have the ability to work under pressure and to meet deadlines and the ability to understanding and communicate advice practices and processes clearly and effectively. You should have technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions You can expect a great benefits package with salary up to £40,000 (DOE) This is a fantastic opportunity for a Diploma qualified Financial Services professional (potentially from a Paraplanning background) looking to progress to an advisory role within a well-respected wealth management organisation with excellent career development opportunities. For further information, please apply or contact Kenny Blair on 0141 241 4700 or 07891370884

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