Senior Financial Adviser
Must-have:Senior
About the company
My Edinburgh based client are currently hiring for a Senior Financial Adviser to join their team on a permanent basis. This role will be based around the central belt of Scotland and will involve some travel.
Your tasks
- Take responsibility for the growth of my client's current portfolio
- Work to retain the current client base through providing market leading advice
- Deliver financial planning advice throughout a number of products including investments, estates and tax planning.
- Manage and support clients through tax compliance and legislation
- Manage client relationships and chair client review meetings
- Manage regulatory compliance for FCA and other requirements
- Maintain accurate client records
Requirements
Relevant experience
- The relevant candidate will be CISI Level 4 qualified
- Have a current SPS accreditation
- Have strong experience working in a Senior Financial Advisory role
- Have a wealth of client facing experience
Other
This is an in office based role with travel around Scotland. For more information please apply directly.