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- Tasks: Help clients achieve their financial goals through personalized planning and advice.
- Company: Join a young, ambitious boutique wealth manager focused on client needs and aspirations.
- Benefits: Enjoy a competitive salary, private medical cover, generous pension, and 30 days annual leave.
- Why this job: Be part of a growing team in a charming Edinburgh office with a culture of honesty and reliability.
- Qualifications: Must be Level 4 qualified with experience in cash flow modeling and complex financial planning.
- Other info: Receive £250 annually for personal development activities outside of work.
The predicted salary is between 36000 - 60000 £ per year.
We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO’s belief that putting client’s needs and aspirations at the heart of what we do will enable us to change lives. We place huge value on honesty and reliability, this is core to how we do business with our clients and with each other. Our growing office is based in Edinburgh’s charming West end and we are now fully in scale mode.
We require two employed Financial Planners to look after existing clients and a number of new introductions via our existing advisers and professional connections.
To hit the ground running you’ll need some experience in a similar role, be Level 4 qualified as a minimum and hold a current SPS. Experience of cash flow modelling and complex financial planning including IHT, Trusts and Retirement planning is essential.
In return, we will offer:
- Salary and bonus paid monthly
- Private medical cover
- Generous employer pension
- A day’s paid leave on your Birthday, or closest working day
- 30 Days annual leave in addition to bank holidays
- £250 pa for a course or activity that you’d enjoy (non work related)
- Generous Death in Service cover
Financial Planner employer: Reed- UNLIMITED
Contact Detail:
Reed- UNLIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to network with professionals in the financial planning industry, especially those who are already connected with our company. Attend local finance events or seminars in Edinburgh to meet potential colleagues and learn more about our culture.
✨Tip Number 2
Familiarize yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and client needs will help you stand out during discussions with us.
✨Tip Number 3
Prepare to discuss your experience with cash flow modeling and complex financial planning in detail. We value practical examples, so think of specific cases where you've successfully managed IHT, Trusts, or Retirement planning.
✨Tip Number 4
Showcase your commitment to honesty and reliability in your interactions. Since these values are core to our business, demonstrating them through your past experiences will resonate well with us.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Company Culture: Familiarize yourself with the company's values, especially their focus on client needs and honesty. Reflect this understanding in your application to show that you align with their ethos.
Highlight Relevant Experience: Make sure to emphasize your experience in financial planning, particularly in cash flow modeling, IHT, Trusts, and Retirement planning. Use specific examples to demonstrate your expertise.
Showcase Qualifications: Clearly state your Level 4 qualification and current SPS status in your CV. This is essential for the role, so make it prominent to catch the employer's attention.
Personalize Your Application: Craft a tailored cover letter that addresses the specific requirements of the job. Mention why you are excited about the opportunity to work with a young and ambitious wealth manager.
How to prepare for a job interview at Reed- UNLIMITED
✨Showcase Your Client-Centric Approach
Since the company emphasizes putting clients' needs at the heart of their services, be prepared to discuss how you've successfully prioritized client aspirations in your previous roles. Share specific examples that highlight your commitment to client satisfaction.
✨Demonstrate Your Technical Expertise
With a requirement for experience in cash flow modeling and complex financial planning, make sure to brush up on these topics. Be ready to explain your methodologies and any tools you use, as well as how you've applied them in real-world scenarios.
✨Emphasize Honesty and Reliability
As honesty and reliability are core values for the company, think of instances where you've demonstrated these traits in your professional life. Prepare to discuss how you handle difficult situations while maintaining integrity.
✨Prepare Questions About Company Culture
Since the company is young and ambitious, showing interest in their culture can set you apart. Prepare thoughtful questions about their team dynamics, growth opportunities, and how they support their employees' professional development.
