Chartered Financial Planner - Find My Rizq
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Chartered Financial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our consumer is in search of an Edinburgh-based Chartered monetary planner to help with growing its award-winning wealth providing additional.Extremely client-focused, this well-established, safe and properly run wealth supervisor provides market-leading monetary recommendation by its extremely expert and certified monetary planning crew and newest software program.The consumer base is made up of excessive web value people and households, charities and trusts.The profitable candidate will inherit a few of this work, develop their very own consumer base from their community and be totally supported by an skilled and domestically based mostly admin and technical assist perform.Key responsibilitiesOffer holistic monetary planning to potential and present excessive web value shoppers;Work with skilled introducers;Provide personal consumer recommendation on pensions, safety, bonds and trusts;Proactively hold up-to-date with new developments within the tax, authorized and planning world;In-depth evaluations of shoppers’ monetary circumstances, present provision and future goals;Complete threat evaluation and design monetary methods.The profitable candidateChartered Financial Planner with over ten years’ expertise offering holistic and sophisticated recommendation to excessive web value shoppers;Inherently consumer centered with a properly developed community;Technically gifted with wonderful analytical expertise;Superb communication and interpersonal expertise with an enticing character.Please apply under or contact Scott Caldwell for additional data – confidentiality assured.

Tagged as: .net, admin, HR, IT, manager, technical support


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