Chartered Financial Planner Opportunity in Edinburgh – Established Client Bank

Comprehensive Salary and Benefits Package on Offer

Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability!

Why You Should Apply:

• Client-Centric Role: Deliver high-quality, compliant advice to support our clients' financial goals.
• Growth Focused: Drive new asset generation and revenue growth.
• Diverse Responsibilities: Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank
• Professional Development: Stay compliant with FCA regulations and maintain your technical competence

What You'll Do:

• Provide holistic financial planning consultations and annual reviews
• Ensure top-notch client service and satisfaction
• Advise on wealth expansion, debt management, and financial stability
• Stay updated on market trends and financial regulations
• Build and retain client relationships through networking and lead generation

What We're Looking For:

• Excellent interpersonal skills and the ability to build trust
• Strong analytical skills to diagnose challenges and create strategies
• Proficiency in financial planning software
• Degree educated, ideally Chartered, with a current SPS and up-to-date CPD
• Knowledge of the CFP six-step financial planning process and UK financial regulations

Join Our Clients Team and Make a Difference!

Apply now to become a key player in their Edinburgh team and help their clients secure their financial future. Please contact Pauline Low at Reed on or via LinkedIn for a confidential chat