Accessibility Links

Chartered Financial Planner

  • Salary: £70000 - £80000 per annum
  • Location: Edinburgh
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Oct 2018
  • Job reference: 31782

My client is currently looking for a Chartered Financial Planner in Edinburgh.

The role:

  • Working closely with a designated group of Investment Managers to provide full wealth planning services to a group of clients with an emphasis on regulated products
  • Structuring client's affairs in the most efficient way in order to achieve established medium and long term goals
  • Developing and maintaining client relationships and providing financial advice within the UK regulatory framework
  • Identifying, developing and securing new client relationships through referrals and leveraging the company's internal network
  • Devising and implementing a client acquisition strategy in conjunction with the Team Manager
  • Meeting the required commercial revenue targets

Experience required:

  • Specific subject matter experience in the area of complex financial planning solutions for high net worth clients
  • Experience of working with UHNW clients (£2m+)
  • Experience in estate planning, retirement planning and wealth structuring
  • The ability to influence senior business stakeholders internally and high net worth centres of influence externally
  • Appropriate technical/product knowledge of life assurance, pensions and investment advisory in the UK and a solid understanding of the current UK taxation system
  • Detailed knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
  • Understanding of the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended



Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: