Corporate Financial Planner

Corporate Financial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our consumer is searching for an Edinburgh-based company monetary planner to help with growing its award-winning providing additional.Extremely client-focused, this safe and well-established wealth supervisor presents market-leading monetary and worker advantages recommendation by way of its extremely expert and certified monetary planning workforce and newest software program.The consumer base is made up of a variety of companies and the profitable candidate will inherit this work with an intention to develop the client-base additional and be absolutely supported by an skilled and domestically based mostly admin and technical help operate.Key responsibilitiesOffer an impressive service to potential and current excessive web price shoppers;Provide recommendation on company monetary planning worker advantages corresponding to insurance coverage and pension schemes;Proactively preserve up-to-date with new developments within the tax, authorized and planning world;In-depth critiques of shoppers’ monetary circumstances, present provision and future goals;Complete danger evaluation and design monetary methods.The profitable candidatePossess over ten years’ expertise and ideally in a position to advise on non-public consumer issues additionally;Inherently consumer centered;Technically gifted with glorious analytical abilities;Superb communication and interpersonal abilities with a fascinating character.Please apply beneath or contact Scott Caldwell for additional info – confidentiality assured.

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

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