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Wealth Planner

  • Salary: £75000.00 - £85000.00 per annum + Bonus
  • Location: Edinburgh
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    09 Jun 2021
  • Job reference: 35755


My client is currently looking for an experienced Wealth Planner to join their team in Edinburgh.

The successful candidate will:

  • Provide an excellent client experience and best in class service by leveraging the firms full holistic advice value proposition
  • Strengthen the firms market position through long-term and proactive relationship management with existing clients based on trust and distinctive service.
  • Develop and deliver high level advice on WP products and services
  • Passionate about working in a team to best serve their clients
  • Results focused, open for business enhancing and developing the firms name and brand.
  • Act as a role model for business ownership and responsibility for risk management in line with our core values at any time or for any amount of revenue: always does the right things, doesn't compromise on our high ethical standards in our interactions with each other or external stakeholders, e.g. clients and regulators.


Knowledge, attributes and experience needed:

  • Proven and relevant experience within a wealth management or private banking or Wealth Planning role within financial services industry.
  • Likely to have a background in investment banking, asset management, products, wealth planning or other functions.
  • Has built long-lasting relationships with a successful portfolio of clients to provide high level advice on WP services, and provides solutions to client investment requirements.
  • Is client focused
  • Operates within and supports the teams' operating income target and assists to generate future income from client base.
  • Supports and encourages others to generate a positive working culture
  • Is "client obsessed" to provide a best in class service.
  • Resilient, problem solver, effective planner with a partnership approach


For more information please contact Alison MacMillan at Idex Consulting.

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