Senior Financial Planner | Hybrid Edinburgh

City of Edinburgh Source: WhatJobs
£80,000–£100,000

Financial Divisions in Edinburgh is seeking a Senior Financial Planner (ideally Chartered) to manage a client base of 90 clients (£120m AUM) with a hybrid working model. The role covers pensions, investments, estate planning, trusts and IHT planning, serving clients across Edinburgh, Glasgow and the north of England.

The successful candidate will have 4+ years of advising experience, CAS signed off and active SPS, and will play a key role in intergenerational planning while building strong

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →

Back to all jobs

Help others hire with confidence

Reviews on Trustpilot

Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.