Financial Planner

Overview

Calton City Of Edinburgh, Scotland, United Kingdom

As financial planners, we focus on our clients, working to help them achieve their goals. This approach leads to our clients developing a deep sense of trust in our relationship, gaining financial confidence and wellbeing. We deliver financial peace of mind through our expertise and customer service. We protect and nurture our team and clients alike.

Role Description

This is a full-time role for a Financial Planner located in City of Edinburgh, with flexibility for some work from home. The Financial Planner will be responsible for developing personalised financial plans for clients, analysing financial information, and providing the highest quality advice on savings, investments, retirement and estate planning. The role also requires maintaining client relationships, monitoring financial markets, and keeping up-to-date with regulations affecting financial planning.

Qualifications

• Demonstrable Skills and relevant experience in Financial Planning and Personal Financial Planning
• Certified/Chartered Financial Planner designation is a plus
• A deep and wide knowledge in Finance, Investment, Cash Flow modelling and Retirement Planning
• Excellent analytical and numerical skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Highly motivated with a strong work work ethic

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales