Financial Planner for HNW Clients in Scotland

An established industry player is seeking a Financial Planner to join their Private Client team. This role involves providing tailored advice on Investments, Pensions, Tax, and Trusts to high-net-worth individuals, including business owners and professionals. The ideal candidate will have a Level 4 qualification and experience in holistic financial planning. You will play a crucial role in maintaining client relationships and maximizing business opportunities through networking and referrals. Join a firm known for its commitment to quality and growth, where your expertise will make a significant impact on clients\’ financial success. #J-18808-Ljbffr