Senior Financial Planner, Edinburgh Senior Financial Planner, Edinburgh …

Dartmouth Partners
in Edinburgh, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Dartmouth Partners
in Edinburgh, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
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. 

Responsibilities include:

  • 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
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