As part of their national growth strategy a leading discretionary investment management firm is looking to introduce a sophisticated financial planning proposition for their HNW clients in Edinburgh.
My client, a successful and leading discretionary Investment Management business, is looking for an experienced Senior Financial Planner to help spearhead the implementation of a Financial Planning offering in their Edinburgh office.
- Providing sophisticated and regulated financial planning advice to new and existing HNW clients
- Developing and maintaining both client and internal stakeholder relationships
- Identifying, developing and securing new client relationships through referrals and working closely with the investment management team